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FINT vs Active/Passive Moderate Portfolio

Shared holdings
1
FINT covered by B
2.14%
B covered by FINT
2.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 8 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FINT (Jan. 31, 2026)

SecurityWeight
AVANTIS EMERGING MARKETS EQ MUTUAL FUND21.06%
iShares MSCI International Quality Factor ETF15.95%
ISHARES INTERNATIONAL EQUITY MUTUAL FUND15.64%
ISHARES EMERGING MARKETS EQU MUTUAL FUND15.38%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF10.81%
Cambria Foreign Shareholder Yield ETF8.70%
FRANKLIN INTERNATIONAL LOW V MUTUAL FUND7.21%
FIRST EAGLE OVERSEAS EQ ETF MUTUAL FUND5.25%

Active/Passive Moderate Portfolio (March 31, 2026)

SecurityWeight
Select Bond Portfolio18.44%
iShares Core S&P 500 ETF8.69%
iShares Trust CORE US AGGREGATE BD ETF7.52%
International Equity Portfolio6.27%
PIMCO MULTI SECTOR BD PORT MUTUAL FUND5.16%
State Street SPDR Portfolio S&P 400 Mid Cap ETF4.89%
MFS EMERGING MKTS PORT4.22%
DOMESTIC EQUITY PORTFOLIO3.81%
FOCUSED APPRECIATION PORTFOLIO3.79%
LARGE CAP BLEND PORT3.74%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND3.55%
International Growth Portfolio3.52%
ISH CORE EAFE3.45%
STATE STREET SPDR PORTFOLIO S&P 600 SMALL MUTUAL FUND2.61%
iShares MSCI USA Value Factor ETF2.36%
iShares MSCI International Quality Factor ETF2.14%
State Street SPDR Portfolio L/T Trs ETF2.06%
MID CAP VALUE PORTFOLIO1.85%
MID CAP GROWTH PORTFOLIO1.69%
SCHWAB US REIT ETF MUTUAL FUND1.59%
State Street SPDR Dow Jones REIT ETF1.59%
DIM INTL VALUE1.09%
JPM ULTRA-SHT IN1.04%
Short Term Bond Portolio1.03%
SMALL CAP VALUE PORTFOLIO1.00%
SMALL CAP GROWTH STK PORTFOLIO0.97%
US TREASURY N/B0.86%
U.S. Treasury Bills0.86%
ZOOM COMMUNICATIONS INC CLASS A0.12%
abrdn Bloomberg All Commodity Strategy K-1 Free ETF0.11%

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