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IBHE vs LPRDX

Shared holdings
1
IBHE covered by LPRDX
6.86%
LPRDX covered by IBHE
6.86%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IBHE (Oct. 31, 2025)

SecurityWeight
BlackRock Cash Funds: Treasury, SL Agency Shares71.96%
United Wholesale Mortgage LLC4.30%
ALLY FINL INC 5.75% 11/20/20254.02%
BANCO SANTANDER3.57%
DOWDUPONT2.02%
FORD MOTOR CREDIT CO LLC 3.375000% 11/13/20251.70%
LLOYDS BK GR PLC1.64%
ILLUMINA INC GLBL NT 5.8% Due 12/12/20251.14%
ORACLE CORP1.13%
MORGAN STANLEY0.89%
DUKE ENERGY COR0.78%
ROGERS COMMUNIC0.77%
CITIZENS FINANCIAL GROUP SUBORDINATED 12/25 4.30.69%
CIGNA GROUP/THE0.68%
CONAGRA BRANDS0.61%
AMER ELEC PWR0.55%
DR PEPPER SNAPPL0.53%
ALLSTATE CORP0.44%
EQUIFAX INC0.40%
STRYKER CORP0.39%
AON PLC0.27%
NNN REIT INC 4% 11/15/20250.24%
JUNIPER NETWORKS0.21%
VERIZON COMM INC0.21%
ROPER TECHNOLOGI0.20%
DOVER CORP0.19%
HALLIBURTON CO0.17%
BROADCOM INC0.10%
NUTRIEN LTD0.06%
CUBESMART LP0.06%
REPUBLIC SVCS0.05%
CONSTELLATION BR0.00%
COCA-COLA BOTTL0.00%
Veritas US Inc 2024 Priority Term Loan0.00%

LPRDX (March 31, 2026)

SecurityWeight
DIVERSIFIED EQUITY MASTER MUTUAL FUNDS30.19%
BlackRock Diversified Fixed Income Fund24.02%
International Tilts Master Portfolio9.57%
ISHARES 0 5 YEAR TIPS BOND ETF8.86%
BlackRock Cash Funds: Treasury, SL Agency Shares6.86%
BlackRock Tactical Opportunities Fund5.53%
ISHARES CORE MSCI EMERGING MUTUAL FUND4.94%
iShares Broad USD Investment Grade Corporate Bond ETF3.94%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR1.85%
ISHARES MSCI EAFE SMALL CAP ETF1.67%
BlackRock Real Estate Securities Fund1.51%
BlackRock Cash Funds: Institutional, SL Agency Shares0.46%
ISHARES MSCI CANADA ETF0.24%
WHEAT SEP 260.15%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.13%
ZURICH INSURANCE GROUP AG0.03%
USD P ZAR C @16.70000 EO0.02%
TSE TOPIX (Tokyo Price Index) Future0.02%
S+P/TSX 60 IX FUT MAR260.01%
iShares Trust IBOXX USD INVST GRADE CORP0.00%
VSTOXX FUTURE JAN260.00%
ZSCALER INC0.00%

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