Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ELM vs OCIO
Shared holdings
6
ELM covered by OCIO
13.87%
OCIO covered by ELM
13.87%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 18 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
ELM (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB U.S. TIPS ETF MUTUAL FUND | 18.79% | |
| VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF | 17.36% | |
| VANGUARD FTSE EM | 15.40% | |
| Vanguard 0-3 Month Treasury Bill ETF | 9.62% | |
| VANGUARD FTSE PACIFIC ETF MUTUAL FUND | 6.12% | |
| JPMorgan BetaBuilders Europe ETF | 5.77% | |
| ISHARES CORE MSCI EUROPE ETF | 4.74% | |
| iShares Trust CORE US AGGREGATE BD ETF | 3.80% | |
| FRST AM-GV OB-X | 2.92% | |
| Vanguard International Equity Index Funds FTSE EUROPE ETF | 2.66% | |
| SCHWAB US REIT ETF MUTUAL FUND | 2.57% | |
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 2.16% | |
| JPMORGAN BETABUILDERS CANADA ETF | 1.91% | |
| Vanguard Value Index Fund ETF | 1.65% | |
| VANGUARD SM-C ET | 1.60% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 1.43% | |
| SCHWAB US BROAD MARKET ETF MUTUAL FUND | 1.13% | |
| ISHARES CORE MSC | 0.37% |
OCIO (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| OPTION | 5.96% | |
| Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF | 5.70% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 5.42% | |
| State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 4.77% | |
| TECHNOLOGY SELECT SECT SPDR MUTUAL FUND | 4.58% | |
| VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF | 4.42% | |
| SPDR S&P 500 ETF Trust | 4.31% | |
| iShares Core S&P 500 ETF | 4.22% | |
| ISHARES MSCI EAFE ETF MUTUAL FUND | 4.15% | |
| Vanguard Value Index Fund ETF | 4.10% | |
| ISHARES 3-7 YEAR TSY. BD. | 4.08% | |
| Vanguard S&P 500 ETF | 3.96% | |
| ISHARES 7-10 YEAR TSY. BD | 3.88% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 3.59% | |
| ISH EAFE HEDGED | 3.41% | |
| ClearShares Ultra-Short Maturity ETF | 3.39% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 3.08% | |
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 2.89% | |
| VANGUARD FTSE EM | 2.85% | |
| ISHARES INTERMEDIATE GOVERNMENT CREDIT BOND ETF | 2.69% | |
| iShares Trust CORE US AGGREGATE BD ETF | 2.54% | |
| Vanguard Short-Term Corporate Bond ETF | 2.21% | |
| VANGUARD INF T E | 2.20% | |
| Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY | 2.17% | |
| VANGUARD HIGH DVD YIELD ETF MUTUAL FUND | 1.74% | |
| VANGUARD SHORT TERM TREASURY ETF | 1.62% | |
| INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 1.46% | |
| ISHARES 0 5 YEAR TIPS BOND ETF | 1.20% | |
| ISHARES-C S&P MC | 1.18% | |
| ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND | 0.92% | |
| Conductor Global Equity Value ETF | 0.53% | |
| VANGUARD GRW ETF | 0.53% | |
| FRST AM-GV OB-X | 0.25% |
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