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MBXAX vs CGHAX

Shared holdings

MBXAX covered by CGHAX

10.42%

CGHAX covered by MBXAX

10.42%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

MBXAX (March 31, 2026)

Security	Weight
US TREASURY N/B	18.81%
US TREASURY N/B	16.35%
FIRST AM-TR OB-X	6.64%
ISHARES RUSSELL 1000 ETF MUTUAL FUND	6.13%
ISHARES-C S&P MC	5.86%	●
US TREASURY N/B	5.51%
Russell 2000 ETF	4.17%
iShares MSCI USA Min Vol Factor ETF	4.12%
VANGUARD FTSE EM	3.97%
SPDR S&P 500 ETF Trust	3.57%	●
ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E	3.20%	●
US ULTRA BOND CBT Sep25	2.67%
Vanguard S&P 500 ETF	1.60%
ISHARES MSCI INDIA ETF MUTUAL FUND	1.53%
VANGUARD LARGE-CAP ETF MUTUAL FUND	1.39%
DIM US CORE EQY2	1.35%
Vanguard Real Estate Index Fund ETF Shares	1.29%
VANGUARD MID-C E	1.27%
VANGUARD SM-C ET	0.96%	●
ISHARES RUSSELL MID-CAP ETF MUTUAL FUND	0.78%
iShares MSCI International Quality Factor ETF	0.76%
ISHARES MSCI TAIWAN ETF MUTUAL FUND	0.72%
ISHARES MSCI JPN	0.71%	●
ISHARES MSCI UNITED KINGDOM ETF	0.69%
DIM EMERG COR EQ	0.61%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	0.58%
iShares MSCI USA Quality Factor ETF	0.50%
DIMEN-US HI PR E	0.45%
ZCS BRL 14.0087 05/12/25-01/04/27 CME	0.37%
ISHARES MSCI SWITZERLAND ETF	0.33%
WHEAT SEP 26	0.29%
ISHARES MSCI BRAZIL ETF MUTUAL FUND	0.26%
ISHARES MSCI MEXICO ETF MUTUAL FUND	0.25%
WISDOMTREE INDIA	0.25%
ISHARES MSCI AUSTRALIA ETF MUTUAL FUND	0.25%
ISHARES MSCI CANADA ETF	0.24%
ISHARES MSCI HONG KONG ETF	0.17%	●
iShares MSCI Singapore ETF	0.15%
iShares MSCI Spain ETF	0.12%
Long Gilt	0.12%
Vanguard International Equity Index Funds FTSE EUROPE ETF	0.10%
FTSE 100 Index	0.09%
ISHARES MSCI SOUTH AFRICA ET MUTUAL FUND	0.09%
ISHARES MSCI FRANCE ETF	0.08%
ISHARES MSCI MALAYSIA ETF MUTUAL FUND	0.06%
EURO STOXX 50 Index	0.05%
ISHARES MSCI THAILAND ETF MUTUAL FUND	0.05%
EURO-BUND FUTURE JUN26	0.05%
ISHARES MSCI TURKEY ETF	0.04%
EURO-BTP (ITALY GOVT) JUN 26	0.04%

CGHAX (March 31, 2026)

Security	Weight
SPDR S&P 500 ETF Trust	11.01%	●
MONEY MARKET FUND	10.90%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND	5.20%
ISHARES 7-10 YEAR TSY. BD	4.85%
Direxion Daily S&P 500 Bull 3X Shares	4.70%
ST STR SPDR S P BIOTECH E	3.89%
MICROSOFT CORP	3.76%
IMMIX BIOPHARMA INC	3.70%
NVIDIA CORP	3.54%
ISHARES-C S&P MC	3.20%	●
NETFLIX INC	3.09%
COMMON STOCK	3.01%
iShares Expanded Tech-Software Sector ETF	2.85%
BOEING CO/THE	2.70%
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND	2.66%
VANGUARD SM-C ET	2.66%	●
INTL BUS MACH CORP	2.46%
STATE STREET SPDR S&P 600 SMALL CAP GROWTH MUTUAL FUND	2.45%
State Street SPDR S&P Regional Banking ETF - ETF	2.21%
MUTUAL FUND	2.02%
FREEPORT MCMORAN INC	1.99%
ISHARES CORE S+P SMALL CAP ETF ISHARES CORE S+P SMALL CAP E	1.81%	●
MUTUAL FUND	1.58%
VanEck Bitcoin ETF/US	1.56%
ARCHER DANIELS MIDLAND CO	1.48%
VanEck Uranium and Nuclear ETF	1.35%
DR HORTON INC	1.30%
iShares China Large-Cap ETF	1.22%
ISHARES LATIN AMERICA 40 ETF	1.20%
ISHARES MSCI HONG KONG ETF	1.17%	●
Royce Value Trust, Inc.	0.94%
CORE SCIENTIFIC INC	0.76%
ISHARES MSCI JPN	0.72%	●
EXCHANGE-TRADED FUND	0.65%
AEROVIRONMENT INC	0.62%
SHS	0.54%
INHIBIKASE THERAPEUTICS INC	0.23%
WASHINGTON MUT MTG PASS THRU CTFS WMALT SER 2006 7 A1A TR STEP 09/25/2036	0.01%
Countrywide Asset-Backed Certificates (Step Bond)	0.00%
COLLATERALIZED MORTG	0.00%

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