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HCXSX vs ITDB

Shared holdings
1
HCXSX covered by ITDB
7.21%
ITDB covered by HCXSX
7.21%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HCXSX (Dec. 31, 2025)

SecurityWeight
Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY9.52%
ISHARES US TREASURY BOND ETF7.21%
VANGUARD TOTAL CORPORATE BOND FUND5.12%
STATE STREET SPDR PORTFOLIO CORPORATE BOND MUTUAL FUND3.03%
JPMORGAN CHASE1.69%
MORGAN STANLEY1.48%
GOLDMAN SACHS GP1.45%
COF V5.463 07/26/301.26%
WELLS FARGO CO1.10%
CHARTER COMM OPT1.08%
CITIGROUP INC1.06%
MARVELL TECH INC1.04%
OVINTIV INC1.02%
CITIGROUP INC1.00%
BROWN & BROWN0.91%
GEN MOTORS FIN0.90%
VERIZON COMM INC0.87%
BANK OF AMER CRP0.86%
JPMORGAN CHASE0.85%
BANK OF AMER CRP0.84%
BRITISH TELECOMM0.78%
BANK OF AMER CRP0.77%
ET 7.375 02/01/31 144A0.76%
RADIAN GROUP INC REGD 4.875000000.76%
CVS HEALTH CORP0.76%
BUNGE LTD FINANCE CORP REGD SER WI 5.250000000.75%
APTIV SWISS HOLD0.75%
LINCOLN NATL CRP0.75%
PROGRESS ENERGY0.74%
APPLE INC0.71%
CONSTELLATION BR0.70%
DELTA AIR LINES0.69%
PNC FINANCIAL0.69%
AT&T INC0.66%
ATMOS ENERGY CORP0.66%
FEDEX 2020-1 AA0.65%
NWSA 3.875 05/15/29 144A0.65%
AMERICAN EXPRESS0.65%
BARCLAYS PLC0.64%
WELLS FARGO CO0.62%
ANHEUSER-BUSCH0.62%
COMCAST CORP0.61%
ABBVIE INC0.60%
CSL 2.2 03/01/320.58%
DELL INT / EMC0.58%
UNITED TECH CORP0.57%
MORGAN STANLEY0.56%
TRUIST FINANCIAL0.56%
FRANCE TELECOM0.55%
NATL RURAL UTIL0.53%

ITDB (Jan. 31, 2026)

SecurityWeight
ISHARES RUSSELL 1000 ETF MUTUAL FUND28.83%
ISHARES US TREASURY BOND ETF14.35%
iShares Core MSCI International Developed Markets ETF12.53%
ISHARES MBS ETF MUTUAL FUND10.29%
ISHARES 0 5 YEAR TIPS BOND ETF8.54%
ISHARES CORE MSCI EMERGING MUTUAL FUND5.68%
ISHR 1-5Y INV GR5.00%
ISHARES 10 20 YEAR TREASURY BOND ETF4.08%
iShares 5-10 Year Investment Grade Corporate Bond ETF3.51%
iShares 10+ Year Investment Grade Corporate Bond ETF2.34%
iShares Core U.S. REIT ETF - Class USD INC1.80%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR1.63%
BlackRock Cash Funds: Institutional, SL Agency Shares0.86%
Russell 2000 ETF0.41%
BlackRock Cash Funds: Treasury, SL Agency Shares0.14%

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