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BYLD vs LPRFX

Shared holdings
3
BYLD covered by LPRFX
12.15%
LPRFX covered by BYLD
12.15%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BYLD (Jan. 31, 2026)

SecurityWeight
iShares Broad USD High Yield Corporate Bond ETF18.26%
iShares 10+ Year Investment Grade Corporate Bond ETF10.38%
ISHARES J P MORGAN EM HIGH YIELD BOND ETF9.19%
BlackRock Cash Funds: Institutional, SL Agency Shares9.16%
iShares Broad USD Investment Grade Corporate Bond ETF9.09%
ISHARES FLOATING RATE BOND ETF9.04%
iShares 5-10 Year Investment Grade Corporate Bond ETF8.73%
iShares Investment Grade Systematic Bond ETF7.95%
iShares GNMA Bond ETF7.26%
iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF4.96%
iShares Core Universal USD Bond ETF4.07%
ISHARES MBS ETF MUTUAL FUND1.82%
BlackRock Cash Funds: Treasury, SL Agency Shares0.09%

LPRFX (March 31, 2026)

SecurityWeight
DIVERSIFIED EQUITY MASTER MUTUAL FUNDS42.57%
International Tilts Master Portfolio13.59%
ISHARES CORE MSCI EMERGING MUTUAL FUND9.17%
BlackRock Cash Funds: Institutional, SL Agency Shares8.50%
iShares Core MSCI International Developed Markets ETF5.50%
BlackRock Tactical Opportunities Fund4.87%
BlackRock Cash Funds: Treasury, SL Agency Shares4.00%
iShares Broad USD Investment Grade Corporate Bond ETF3.57%
BlackRock Diversified Fixed Income Fund3.27%
ISHARES MSCI EAFE SMALL CAP ETF2.26%
BlackRock Real Estate Securities Fund2.01%
ISHARES MSCI CANADA ETF0.44%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.11%
WHEAT SEP 260.07%
ZURICH INSURANCE GROUP AG0.02%
USD P ZAR C @16.70000 EO0.02%
TSE TOPIX (Tokyo Price Index) Future0.02%
S+P/TSX 60 IX FUT MAR260.01%
VSTOXX FUTURE JAN260.00%
ZSCALER INC0.00%

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