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LCAIX vs TFAZX

Shared holdings
1
LCAIX covered by TFAZX
12.26%
TFAZX covered by LCAIX
12.26%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 19 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LCAIX (March 31, 2026)

SecurityWeight
LAZARD GOVT MNY MMKT INS19.03%
OPTION12.26%
VANGUARD S+P 500 VALUE ETF VANGUARD S+P 500 VALUE ETF11.84%
Vanguard S&P 500 Growth ETF11.62%
Vanguard S&P 500 ETF9.01%
OPTION5.78%
iShares 1-3 Yr Treas5.30%
SPDR EURO STOXX 50 ETF MUTUAL FUND4.34%
ISHARES MSCI JPN4.10%
iShares International Treasury Bond ETF4.08%
iShares Trust IBOXX USD INVST GRADE CORP3.20%
Lazard Next Gen Technologies ETF1.75%
ISHARES MSCI USA MOMENTUM FA MUTUAL FUND1.63%
Franklin FTSE Latin America ETF1.61%
United States Copper Index Fund1.39%
WisdomTree Aluminium1.37%
ETF1.12%
ZTO EXPRESS CAYMAN INC (GS) (CFD)0.47%
ZSCALER INC CFD0.10%

TFAZX (March 31, 2026)

SecurityWeight
Ishares Trust-Ishares Iiboxx $ High Yield Corporate Bond Etf17.47%
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND MUTUAL FUND13.90%
OPTION13.77%
iShares Trust CORE US AGGREGATE BD ETF8.85%
State Street SPDR Bloomberg Convertible Securities ETF7.30%
iShares JP Morgan USD Em Mkts Bd ETF4.18%
EXCHANGE-TRADED FUND4.18%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF3.29%
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND3.26%
ISHARES 0 5 YEAR TIPS BOND ETF3.26%
Invesco Variable Rate Investment Grade ETF3.25%
RAREVIEW DYNAMIC FIXED INCOME ETF2.78%
EXCHANGE-TRADED FUND2.11%
MONEYMKT1.53%
EXCHANGE-TRADED FUND1.51%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND1.45%
iShares MSCI USA Min Vol Factor ETF1.40%
EXCHANGE-TRADED FUND1.40%
INVESCO DB COMMODITY INDEX TRACKING FUND1.06%
PRO ULTRA QQQ0.98%
ISHARES 7-10 YEAR TSY. BD0.89%
SPDR GOLD SHARES ETF0.84%
Vanguard Value Index Fund ETF0.65%
PRO ULTRA S&P5000.60%
MONEY MARKET FUND0.08%

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