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LAWAX vs POCEX

Shared holdings
1
LAWAX covered by POCEX
5.32%
POCEX covered by LAWAX
5.32%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LAWAX (March 31, 2026)

SecurityWeight
SCHWAB US LG VAL27.67%
SCHW-US L/C GRW21.51%
WisdomTree U.S. Value Fund11.23%
Avantis U.S. Small Cap Value ETF8.48%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW8.30%
INVESCO S&P SMAL7.33%
FMR-ENH INTL5.06%
FRST AM-GV OB-X3.62%
JPM HG EQ ETF2.89%
Invesco Total Return Bond ETF2.00%
Vanguard Intermediate-Term Bond ETF1.91%

POCEX (March 31, 2026)

SecurityWeight
Aristotle Core Equity Fund18.72%
Aristotle Growth Equity Fund12.52%
MONEYMKT10.75%
iShares Trust RUSSELL 1000 VALUE ETF8.89%
Aristotle International Equity Fund8.01%
iShares Trust RUSSELL 2000 VALUE ETF7.97%
iShares Russell Mid-Cap Value ETF6.23%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW5.32%
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND5.31%
ISHARES CORE MSCI EMERGING MUTUAL FUND3.17%
Aristotle High Yield Bond Fund2.64%
VANGUARD-FTSE AW1.81%
iShares Core U.S. REIT ETF - Class USD INC1.78%
Aristotle Short Duration Income Fund1.77%
ISHARES MSCI EAFE VALUE ETF MUTUAL FUND1.36%
iShares JP Morgan USD Em Mkts Bd ETF0.89%
Aristotle Core Bond Fund0.84%
Aristotle Core Income Fund0.49%
ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND0.45%
ISHARES TIPS BOND ETF MUTUAL FUND0.44%
Aristotle Floating Rate Income Fund Class I0.44%
US BANK MMDA - USBGFS 90.18%

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