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FINT vs Active/Passive Balanced Portfolio

Shared holdings
1
FINT covered by B
1.32%
B covered by FINT
1.32%

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 Balanced Portfolio (March 31, 2026)

SecurityWeight
Select Bond Portfolio25.46%
iShares Trust CORE US AGGREGATE BD ETF13.93%
PIMCO MULTI SECTOR BD PORT MUTUAL FUND7.72%
State Street SPDR Portfolio L/T Trs ETF5.13%
iShares Core S&P 500 ETF5.07%
International Equity Portfolio4.08%
MFS EMERGING MKTS PORT3.80%
State Street SPDR Portfolio S&P 400 Mid Cap ETF3.54%
STATE STREET SPDR PORTFOLIO S&P 600 SMALL MUTUAL FUND2.62%
International Growth Portfolio2.44%
DOMESTIC EQUITY PORTFOLIO2.28%
FOCUSED APPRECIATION PORTFOLIO2.26%
LARGE CAP BLEND PORT2.24%
ISH CORE EAFE2.20%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND1.81%
iShares MSCI USA Value Factor ETF1.56%
Short Term Bond Portolio1.55%
SCHWAB US REIT ETF MUTUAL FUND1.49%
State Street SPDR Dow Jones REIT ETF1.48%
MID CAP VALUE PORTFOLIO1.34%
iShares MSCI International Quality Factor ETF1.32%
MID CAP GROWTH PORTFOLIO1.22%
JPM ULTRA-SHT IN1.05%
SMALL CAP VALUE PORTFOLIO0.99%
SMALL CAP GROWTH STK PORTFOLIO0.93%
DIM INTL VALUE0.82%
US TREASURY N/B0.68%
U.S. Treasury Bills0.67%
abrdn Bloomberg All Commodity Strategy K-1 Free ETF0.22%
ZOOM COMMUNICATIONS INC CLASS A0.09%

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