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HF vs OCIO

Shared holdings
7
HF covered by OCIO
14.75%
OCIO covered by HF
14.75%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 18 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HF (Jan. 31, 2026)

SecurityWeight
ProShares Short S&P500 - Class USD INC15.21%
SPDR Bridgewater All Weather ETF9.93%
Vanguard Value Index Fund ETF8.12%
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND8.07%
Vanguard Total World Stock ETF7.98%
iShares Trust MSCI ACWI ETF7.98%
STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND7.94%
VANGUARD GRW ETF7.90%
Direxion Daily S&P 500 Bear 1x Shares5.07%
SCHWAB US BROAD MARKET ETF MUTUAL FUND3.99%
ISHARES CORE S P TOTAL US STOCK MARKET ETF3.99%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF3.99%
SPDR S&P 500 ETF Trust2.00%
iShares Core S&P 500 ETF2.00%
Vanguard S&P 500 ETF2.00%
ISHARES GOLD TRUST MUTUAL FUND1.86%
SPDR GOLD SHARES ETF1.85%
FRST AM-GV OB-X0.12%

OCIO (Feb. 28, 2026)

SecurityWeight
OPTION5.96%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF5.70%
Mount Vernon Liquid Assets Portfolio, LLC5.42%
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF4.77%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND4.58%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF4.42%
SPDR S&P 500 ETF Trust4.31%
iShares Core S&P 500 ETF4.22%
ISHARES MSCI EAFE ETF MUTUAL FUND4.15%
Vanguard Value Index Fund ETF4.10%
ISHARES 3-7 YEAR TSY. BD.4.08%
Vanguard S&P 500 ETF3.96%
ISHARES 7-10 YEAR TSY. BD3.88%
SCHWAB INTL EQUITY ETF MUTUAL FUND3.59%
ISH EAFE HEDGED3.41%
ClearShares Ultra-Short Maturity ETF3.39%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW3.08%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET2.89%
VANGUARD FTSE EM2.85%
ISHARES INTERMEDIATE GOVERNMENT CREDIT BOND ETF2.69%
iShares Trust CORE US AGGREGATE BD ETF2.54%
Vanguard Short-Term Corporate Bond ETF2.21%
VANGUARD INF T E2.20%
Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY2.17%
VANGUARD HIGH DVD YIELD ETF MUTUAL FUND1.74%
VANGUARD SHORT TERM TREASURY ETF1.62%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND1.46%
ISHARES 0 5 YEAR TIPS BOND ETF1.20%
ISHARES-C S&P MC1.18%
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND0.92%
Conductor Global Equity Value ETF0.53%
VANGUARD GRW ETF0.53%
FRST AM-GV OB-X0.25%

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