Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
GPMIX vs OCIO
Shared holdings
6
GPMIX covered by OCIO
11.17%
OCIO covered by GPMIX
11.17%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
GPMIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 9.20% | |
| SCHWAB US DVD EQUITY ETF MUTUAL FUND | 8.15% | |
| VANGUARD INT HDV | 6.83% | |
| iShares Trust 0-5YR HIGH YEILD CORP BD ET | 5.68% | |
| Vanguard High-Yield Corporate Fund, Class Admiral shares | 5.41% | |
| iShares Emerging Markets Dividend ETF | 4.57% | |
| Loomis Sayles Global Allocation Fund | 4.30% | |
| VANGUARD HIGH DVD YIELD ETF MUTUAL FUND | 4.13% | |
| Vanguard Scottsdale Funds LONG-TERM TREASURY ETF | 3.46% | |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 3.33% | |
| ISHARES SELECT DIVIDEND ETF MUTUAL FUND | 3.22% | |
| WisdomTree US LargeCap Dividend Fund | 3.11% | |
| GLOBAL X US PREFERRED ETF MUTUAL FUND | 3.05% | |
| WISDOMTREE FLOATING RATE TRE MUTUAL FUND | 2.91% | |
| iShares Flexible Income Active ETF | 2.35% | |
| JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 2.09% | |
| Vanguard Real Estate Index Fund ETF Shares | 1.90% | |
| State Street SPDR Portfolio S&P 500 High Dividend ETF | 1.82% | |
| Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF | 1.78% | |
| BlackRock Advantage International Fund | 1.76% | |
| Vanguard Emerging Markets Government Bond Index ETF | 1.53% | |
| WISDOMTREE US SMALLCAP DIVID MUTUAL FUND | 1.35% | |
| ISHARES CONVT BD | 1.22% | |
| iShares Investment Grade Systematic Bond ETF | 1.18% | |
| State Street SPDR Portfolio Long Term Corporate Bond ETF | 1.17% | |
| Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY | 1.12% | |
| Invesco S&P 500 BuyWrite ETF | 1.05% | |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.96% | |
| T ROWE PR INST FLTNG RT-INST | 0.89% | |
| ISHARES INTERNAT | 0.88% | |
| iShares Trust IBOXX USD INVST GRADE CORP | 0.84% | |
| iShares Aaa - A Rated Corporate Bond ETF | 0.74% | |
| Schwab 5-10 Year Corporate Bond ETF | 0.74% | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 0.73% | |
| iShares U.S. Large Cap Premium Income Active ETF | 0.72% | |
| ISHARES 7-10 YEAR TSY. BD | 0.59% | |
| Ishares High Yield Corporate Bond Buywrite Strategy ETF | 0.59% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 0.59% | |
| BlackRock High Equity Income Fund | 0.57% | |
| Vanguard S&P 500 ETF | 0.51% | |
| V/E JPM EM L C B | 0.44% | |
| Vanguard Mortgage-Backed Securities ETF - Class USD INC | 0.43% | |
| WisdomTree Emerging Markets Local Debt Fund | 0.43% | |
| State Street SPDR Portfolio Short Term Treasury ETF | 0.41% | |
| State Street SPDR Portfolio Aggregate Bond ETF | 0.36% | |
| ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR | 0.32% | |
| Vanguard Utilities ETF | 0.31% | |
| State StreetFinSelSectSPDRETF | 0.27% |
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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