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IPSAX vs BDGS

Shared holdings
1
IPSAX covered by BDGS
8.39%
BDGS covered by IPSAX
8.39%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IPSAX (Feb. 28, 2026)

SecurityWeight
WOLFSPEED INC76.79%
Alpha Architect 1-3 Month Box ETF8.39%
CALL ISHARES SILVER T 03/31/2023 C22.55.81%
CALL SPDR GOLD SHARES 12/29/2023 C1805.01%
COPX Us 01/15/27 C412.87%
MONEY MARKET FUND1.12%
SPDR S&P 500 ETF Trust0.00%

BDGS (March 31, 2026)

SecurityWeight
Alpha Architect 1-3 Month Box ETF48.93%
U.S. Treasury Bills5.83%
NETFLIX INC4.63%
ADV MICRO DEVICE4.16%
TESLA INC3.93%
AMAZON.COM INC3.92%
PALANTIR TECHNOLOGIES INC3.89%
BROADCOM INC3.87%
ALPHABET INC CL C3.82%
META PLATFORMS INC CL A3.80%
MICROSOFT CORP3.74%
APPLE INC3.04%
Russell 2000 ETF3.02%
NVIDIA CORP2.99%
FRST AM-GV OB-X0.43%

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