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ITDF vs AOR

Shared holdings
4
ITDF covered by AOR
31.01%
AOR covered by ITDF
31.01%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 12 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ITDF (Jan. 31, 2026)

SecurityWeight
ISHARES RUSSELL 1000 ETF MUTUAL FUND45.11%
iShares Core MSCI International Developed Markets ETF22.12%
BlackRock Cash Funds: Institutional, SL Agency Shares12.03%
ISHARES CORE MSCI EMERGING MUTUAL FUND9.97%
iShares 10+ Year Investment Grade Corporate Bond ETF3.67%
Russell 2000 ETF2.89%
iShares Core U.S. REIT ETF - Class USD INC2.36%
ISHR 1-5Y INV GR0.58%
ISHARES 10 20 YEAR TREASURY BOND ETF0.50%
iShares 5-10 Year Investment Grade Corporate Bond ETF0.41%
ISHARES US TREASURY BOND ETF0.24%
BlackRock Cash Funds: Treasury, SL Agency Shares0.12%

AOR (Jan. 31, 2026)

SecurityWeight
iShares Core S&P 500 ETF31.25%
iShares Core Universal USD Bond ETF29.98%
iShares Core MSCI International Developed Markets ETF15.39%
BlackRock Cash Funds: Institutional, SL Agency Shares9.29%
ISHARES CORE MSCI EMERGING MUTUAL FUND6.24%
iShares Trust CORE INTL AGGR5.19%
ISHARES-C S&P MC1.74%
ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E0.83%
BlackRock Cash Funds: Treasury, SL Agency Shares0.09%

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