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KADAX vs APIE

Shared holdings
1
KADAX covered by APIE
22.00%
APIE covered by KADAX
22.00%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 17 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

KADAX (March 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC31.08%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF13.54%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND9.10%
Manning & Napier High Yield Bond Series8.50%
Victory Pioneer Strategic Income Fund7.07%
iShares Broad USD High Yield Corporate Bond ETF5.83%
Vanguard S&P 500 ETF5.53%
iShares Core High Dividend ETF3.53%
BNY Mellon Global Infrastructure Income ETF3.35%
iShares 5-10 Year Investment Grade Corporate Bond ETF3.06%
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND2.59%
ISHARES J P MORGAN EM HIGH YIELD BOND ETF2.44%
iShares JP Morgan USD Em Mkts Bd ETF1.69%
US BANK MMDA - USBGFS 90.84%
John Hancock High Yield ETF0.70%
Invesco S&P International Developed Momentum ETF0.67%
Freedom 100 Emerging Markets ETF0.49%

APIE (Feb. 28, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC22.00%
TAIWAN SEMIC MFG CO LTD SP ADR7.90%
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD2.12%
ALIBABA GROUP HOLDING LTD SPON ADR1.52%
ASML HOLDING-NY1.35%
ASTRAZENECA PLC1.14%
Roche Holding AG1.10%
SAP SE0.88%
TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT0.73%
Novartis AG0.72%
HDFC BANK LTD SPON ADR0.72%
DEUTSCHE TELEKOM AG SPON ADR ADR0.66%
BANCO SANTANDER SA-SPON A0.66%
NESTLE S A SPONSORED ADR0.64%
HSBC HOLDINGS PLC SPONS ADR0.64%
SPONSORED ADR0.64%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT0.61%
COMMSTCK0.60%
SHELL PLC SPONS ADR0.60%
SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT0.58%
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR0.56%
COMMSTCK0.55%
FRST AM-GV OB-X0.54%
COMMSTCK0.53%
OPTION0.53%
ROLLS ROYCE HOLDINGS SPONS ADR0.52%
BHP Group Ltd. SPONSORED ADS0.51%
National Grid PLC SPON ADR EACH REP 5 ORD SHS0.51%
ENEL SPA - ADR0.50%
Kering S.A. ADR0.48%
SANOFI SPON ADR0.46%
Relx PLC SPON ADS EACH REPR 1 ORD0.45%
Vale S.A. SPONS ADS REPR 1 COM NPV0.44%
COMMSTCK0.43%
China Construction Bank Corp0.42%
Renesas Electronics Corp0.41%
AIR LIQ-UNSP ADR0.41%
ITAU UNIBANCO HLDG SA SPON ADR0.41%
Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS0.41%
AIA Group Ltd. Sponsored ADR0.40%
IBERDROLA SA-ADR0.39%
INFINEON TECHNOLOGIES AG0.38%
PDD HOLDINGS INC ADR0.38%
Alstom SA0.38%
ICICI Bank Ltd0.38%
COMMSTCK0.37%
Assa Abloy AB0.37%
GSK plc SPONSORED ADR0.37%
Sony Group Corp. SPON ADR EACH REPR 1 ORD0.36%
Intesa Sanpaolo SpA ADR0.35%

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