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OCIO vs RSEE

Shared holdings
4
OCIO covered by RSEE
18.47%
RSEE covered by OCIO
18.47%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OCIO (Feb. 28, 2026)

SecurityWeight
OPTION5.96%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF5.70%
Mount Vernon Liquid Assets Portfolio, LLC5.42%
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF4.77%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND4.58%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF4.42%
SPDR S&P 500 ETF Trust4.31%
iShares Core S&P 500 ETF4.22%
ISHARES MSCI EAFE ETF MUTUAL FUND4.15%
Vanguard Value Index Fund ETF4.10%
ISHARES 3-7 YEAR TSY. BD.4.08%
Vanguard S&P 500 ETF3.96%
ISHARES 7-10 YEAR TSY. BD3.88%
SCHWAB INTL EQUITY ETF MUTUAL FUND3.59%
ISH EAFE HEDGED3.41%
ClearShares Ultra-Short Maturity ETF3.39%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW3.08%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET2.89%
VANGUARD FTSE EM2.85%
ISHARES INTERMEDIATE GOVERNMENT CREDIT BOND ETF2.69%
iShares Trust CORE US AGGREGATE BD ETF2.54%
Vanguard Short-Term Corporate Bond ETF2.21%
VANGUARD INF T E2.20%
Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY2.17%
VANGUARD HIGH DVD YIELD ETF MUTUAL FUND1.74%
VANGUARD SHORT TERM TREASURY ETF1.62%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND1.46%
ISHARES 0 5 YEAR TIPS BOND ETF1.20%
ISHARES-C S&P MC1.18%
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND0.92%
Conductor Global Equity Value ETF0.53%
VANGUARD GRW ETF0.53%
FRST AM-GV OB-X0.25%

RSEE (March 31, 2026)

SecurityWeight
Vanguard S&P 500 ETF27.44%
RAREVIEW GOVERNMENT MONEY MARKET ETF20.93%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF20.04%
OPTION15.55%
VANGUARD SM-C ET8.03%
VANGUARD FTSE EM8.00%

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