Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LNOCX vs BVAL
Shared holdings
1
LNOCX covered by BVAL
14.93%
BVAL covered by LNOCX
14.93%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LNOCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| PIMCO Active Bond Exchange-Traded Fund | 18.10% | |
| SCHWAB US LG VAL | 14.93% | |
| SCHW-US L/C GRW | 11.26% | |
| Vanguard Intermediate-Term Bond ETF | 11.10% | |
| Invesco Total Return Bond ETF | 11.05% | |
| State Street DoubleLine TR Tact ETF | 10.06% | |
| FMR-ENH INTL | 4.92% | |
| Avantis U.S. Small Cap Value ETF | 4.18% | |
| WisdomTree U.S. Value Fund | 4.02% | |
| JPM HG EQ ETF | 3.94% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 2.90% | |
| INVESCO S&P SMAL | 2.04% | |
| FRST AM-GV OB-X | 1.52% |
BVAL (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND | 34.57% | |
| SCHWAB US LG VAL | 29.84% | |
| VANGUARD RUSSELL 1000 VALUE MUTUAL FUND | 20.10% | |
| SPDR Portfolio S&P 500 ETF | 15.49% |
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