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MWFIX vs ROMO

Shared holdings
2
MWFIX covered by ROMO
21.78%
ROMO covered by MWFIX
21.78%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MWFIX (Jan. 31, 2026)

SecurityWeight
Vanguard Mega Cap ETF42.49%
ISH CORE EAFE19.75%
SCHWAB US SMALL-CAP ETF MUTUAL FUND14.64%
VANGUARD MID-C E8.78%
ISHARES-C S&P MC5.16%
ISHARES CORE MSCI EMERGING MUTUAL FUND5.04%
iShares Core S&P 500 ETF2.03%
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND1.01%
SCHWAB US MID CAP ETF MUTUAL FUND0.78%
NYLI U.S. Government Liquidity Fund0.32%

ROMO (Jan. 31, 2026)

SecurityWeight
ISH CORE EAFE85.33%
iShares Core S&P 500 ETF14.62%
ISHARES 7-10 YEAR TSY. BD0.03%
iShares 1-3 Yr Treas0.03%

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