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LOWIX vs LNOAX

Shared holdings
13
LOWIX covered by LNOAX
79.80%
LNOAX covered by LOWIX
79.80%

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.

LOWIX (March 31, 2026)

SecurityWeight
SCHWAB US LG VAL21.44%
SCHW-US L/C GRW16.66%
PIMCO Active Bond Exchange-Traded Fund10.20%
Vanguard Intermediate-Term Bond ETF7.19%
Invesco Total Return Bond ETF7.15%
Avantis U.S. Small Cap Value ETF6.34%
State Street DoubleLine TR Tact ETF6.12%
INVESCO S&P SMAL5.23%
WisdomTree U.S. Value Fund5.23%
FMR-ENH INTL4.94%
JPM HG EQ ETF4.82%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW3.72%
FRST AM-GV OB-X0.96%

LNOAX (March 31, 2026)

SecurityWeight
PIMCO Active Bond Exchange-Traded Fund18.10%
SCHWAB US LG VAL14.93%
SCHW-US L/C GRW11.26%
Vanguard Intermediate-Term Bond ETF11.10%
Invesco Total Return Bond ETF11.05%
State Street DoubleLine TR Tact ETF10.06%
FMR-ENH INTL4.92%
Avantis U.S. Small Cap Value ETF4.18%
WisdomTree U.S. Value Fund4.02%
JPM HG EQ ETF3.94%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW2.90%
INVESCO S&P SMAL2.04%
FRST AM-GV OB-X1.52%

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