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GHMS vs TINAX

Shared holdings
1
GHMS covered by TINAX
6.95%
TINAX covered by GHMS
6.95%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GHMS (Sept. 30, 2025)

SecurityWeight
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exc15.84%
SPDR FTSE International Government Inflation-Protected Bond ETF14.47%
VANGUARD TOTAL INTERNATIONAL BOND ETF9.04%
Vanguard Mortgage-Backed Securities ETF - Class USD INC7.51%
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.7.31%
V/E JPM EM L C B6.96%
abrdn Asia-Pacific Income Fund, Inc.4.61%
ARMOUR RESIDENTIAL REIT INC3.31%
Virtus Stone Harbor Emerging Markets Income Fund2.96%
Templeton Emerging Markets Income Fund, Inc.2.76%
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF2.56%
Rithm Capital Corp., Series B, Pfd.2.02%
AGNC INVESTMENT CORP2.00%
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF1.91%
WESTERN ASSET EMERGING MARKETS DEBT FUND INC1.89%
Annaly Capital Management, Inc., Series F, Pfd.1.77%
Public Storage, Series P, Pfd.1.46%
CLOSED-E1.43%
Public Storage, Series R, Pfd.1.37%
AGNC Investment Corp., Series F, Pfd.1.30%
Rithm Capital Corp., Series A, Pfd.1.29%
AGNC Investment Corp., Series C, Pfd.1.23%
AVALONBAY COMMUNITIES INC REIT1.22%
PEBBLEBROOK HOTEL TRUST1.08%
BXP INC0.94%
PARK H&R INC0.70%
PennyMac Mortgage Investment Trust PREFERRED STOCK0.67%
PennyMac Mortgage Investment Trust0.40%

TINAX (March 31, 2026)

SecurityWeight
JPMorgan U.S. Government Money Market Fund - Class Premier23.46%
State Street SPDR Bloomberg Convertible Securities ETF7.13%
iShares Interest Rate Hedged High Yield Bond ETF - Class USD INC7.00%
STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND6.97%
WisdomTree Trust WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund - Class U.S.D INC6.97%
Vanguard Short-Term Corporate Bond ETF6.95%
Vanguard Mortgage-Backed Securities ETF - Class USD INC6.95%
VANGUARD SHORT TERM TREASURY ETF6.94%
VANGUARD SHORT-TERM TIPS MUTUAL FUND6.93%
iShares Short Treasury Bond ETF - Class USD INC6.93%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND6.91%
Alerian MLP ETF6.85%

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