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ITDB vs ADFI

Shared holdings
2
ITDB covered by ADFI
24.14%
ADFI covered by ITDB
24.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

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%

ADFI (April 30, 2026)

SecurityWeight
ISHARES MBS ETF MUTUAL FUND31.26%
iShares Trust IBOXX USD INVST GRADE CORP17.64%
ISHARES US TREASURY BOND ETF13.85%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND10.09%
Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond Etf9.78%
United States Treasury Bill5.89%
ENBRIDGE INC SUBORDINATED 03/78 VAR0.59%
ALLY FINL. INC F2V0.59%
Bank of America Corp., Series RR0.59%
United Airlines Pass Through Certificates, Series 2015-10.58%
ARES CAPITAL COR0.58%
MTB V3.5 PERP0.58%
AMER ELEC PWR0.58%
BAIN CAPITAL SPE0.58%
DUKE ENERGY COR0.58%
BLACKSTONE SEC0.58%
The PNC Financial Services Group, Inc.0.54%
FORD MOTOR CRED0.40%
US Bancorp Variable Rate, Due 12/29/20490.39%
INTERNATIONAL GAME TECHNOLOGY PLC0.39%
Citigroup Inc., Series Y0.39%
BNS 3 5/8 10/27/20810.39%
SPRINGLEAF FINANCE CORP0.39%
NSANY 6 1/8 09/30/300.39%
NSANY 5.55 09/13/290.39%
UVN 4 1/2 05/01/290.38%
PENN NATL GAMING0.38%
LNW 7.5 09/01/31 144A0.36%
CORPBOND0.34%
STATION CASINOS LLC SR UNSECURED 144A 02/28 4.50.34%
GM 5.7 PERP0.19%

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