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FMFIX vs KADIX

Shared holdings
2
FMFIX covered by KADIX
8.25%
KADIX covered by FMFIX
8.25%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FMFIX (Feb. 28, 2026)

SecurityWeight
DFA Two-Year Global Fixed Income Portfolio23.67%
ISHR 1-5Y INV GR22.76%
iShares Trust CORE INTL AGGR14.25%
DFA One-Year Fixed Income Portfolio13.70%
DFA Intermediate Government Fixed Income Portfolio5.71%
iShares 5-10 Year Investment Grade Corporate Bond ETF5.68%
Mount Vernon Liquid Assets Portfolio, LLC5.19%
Dimensional Inflation-Protected Securities ETF4.76%
DFA Short Term Investment Fund3.79%
Invesco Government & Agency Portfolio, Institutional Class0.49%

KADIX (March 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC31.08%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF13.54%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND9.10%
Manning & Napier High Yield Bond Series8.50%
Victory Pioneer Strategic Income Fund7.07%
iShares Broad USD High Yield Corporate Bond ETF5.83%
Vanguard S&P 500 ETF5.53%
iShares Core High Dividend ETF3.53%
BNY Mellon Global Infrastructure Income ETF3.35%
iShares 5-10 Year Investment Grade Corporate Bond ETF3.06%
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND2.59%
ISHARES J P MORGAN EM HIGH YIELD BOND ETF2.44%
iShares JP Morgan USD Em Mkts Bd ETF1.69%
US BANK MMDA - USBGFS 90.84%
John Hancock High Yield ETF0.70%
Invesco S&P International Developed Momentum ETF0.67%
Freedom 100 Emerging Markets ETF0.49%

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