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HTDAX vs LCR

Shared holdings

HTDAX covered by LCR

26.51%

LCR covered by HTDAX

26.51%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

HTDAX (Jan. 31, 2026)

Security	Weight
VANGUARD INF T E	18.01%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND	16.63%	●
State StreetFinSelSectSPDRETF	13.01%	●
State Street Communication Services Select Sector SPDR ETF	10.72%	●
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR	10.35%
State Street Industrial Select Sector SPDR ETF USD Class	8.61%	●
State Street Health Care Select Sector SPDR ETF USD Class	6.18%	●
State Street Consumer Staples Select Sector SPDR ETF	4.97%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND	3.20%	●
MSILF-TR SEC-INS	2.42%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND	2.24%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND	1.84%
STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND	1.82%

LCR (March 31, 2026)

Security	Weight
US BANK MMDA - USBGFS 9	16.10%
iShares 1-3 Yr Treas	15.64%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND	11.18%	●
State StreetFinSelSectSPDRETF	6.73%	●
Direxion Daily S&P 500 Bear 1x Shares	5.17%
Invesco S&P 500 Equal Weight Consumer Discretionary ETF	4.03%
State Street Communication Services Select Sector SPDR ETF	3.56%	●
State Street Health Care Select Sector SPDR ETF USD Class	3.38%	●
VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000	3.29%
ISHARES BIOTECHNOLOGY ETF	3.00%
SPDR Bloomberg International Treasury Bond ETF	2.33%
VanEck Oil Services ETF USD Class	2.32%
Leuthold Select Industries ETF	2.00%
iShares U.S. Healthcare Providers ETF	1.80%
ISHARES 7-10 YEAR TSY. BD	1.60%
Invesco Building & Construction ETF	1.54%
iShares 5-10 Year Investment Grade Corporate Bond ETF	1.54%
iShares U.S. Transportation ETF	1.54%
ISHARES MBS ETF MUTUAL FUND	1.42%
Invesco CurrencyShares Euro Currency Trust	1.28%
iShares MSCI Global Metals & Mining Producers ETF	1.18%
State Street Industrial Select Sector SPDR ETF USD Class	1.16%	●
VANGUARD SHORT-TERM TIPS MUTUAL FUND	1.05%
VanEck Pharmaceutical ETF	1.04%
ISHARES U.S. INSURANCE ETF MUTUAL FUND	1.00%
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF	0.97%
State Street SPDR S&P Retail ETF	0.94%
iShares International Treasury Bond ETF	0.89%
Invesco KBW Bank ETF	0.77%
State Street SPDR S&P Capital Markets ETF	0.64%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND	0.50%	●
Invesco CurrencyShares Japanese Yen Trust	0.43%

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