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OFSCX vs FMVFX

Shared holdings
1
OFSCX covered by FMVFX
15.26%
FMVFX covered by OFSCX
15.26%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OFSCX (March 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC15.26%
AVANTOR INC3.90%
SENSATA TECHNOLOGIES HOLDING PLC3.70%
GATES INDUSTRIAL CORP PLC3.69%
VONTIER CORP W/I3.55%
CENTRAL GARDEN and PET CO CL A3.19%
ABM INDUSTRIES INC3.15%
LKQ CORP2.89%
DINE BRANDS GLOBAL INC2.79%
PRESTIGE CONSUMER HEALTHCARE INC2.72%
AEBI SCHMIDT HOLDING AG2.70%
INVESCO LTD2.61%
MOHAWK INDUSTRIES INC2.49%
TENNANT CO2.47%
FIRST ADVANTAGE CORP2.45%
KORN FERRY2.44%
BLUE BIRD CORP2.43%
RALLIANT CORP2.37%
CUSHMAN and WAKEFIELD LTD2.20%
FRST AM-GV OB-X2.18%
MILLER INDUSTRIES INC TENN2.14%
HOME BANCSHARES INC2.09%
PROGYNY INC2.08%
FIRST HAWAIIAN INC2.00%
JONES LANG LASALLE INC1.87%
VISHAY INTERTECHNOLOGY INC1.85%
ZIMMER BIOMET HO1.78%
PROSPERITY BNCSH1.76%
NOV INC1.73%
MIDDLEBY CORP1.73%
CITIZENS FINANCIAL GROUP INC1.71%
AGCO CORP1.65%
REYNOLDS CONSUMER PRODUCTS INC1.64%
DOUGLAS DYNAMICS INC1.62%
KULICKE and SOFFA INDUSTRIES INC1.44%
BRADY CORPORATION CL A1.33%
WESCO INTL1.20%
TIMKEN CO1.10%
U.S. Bank Money Market Deposit Account0.11%

FMVFX (Feb. 28, 2026)

SecurityWeight
ISHR 1-5Y INV GR20.23%
Mount Vernon Liquid Assets Portfolio, LLC15.61%
iShares Trust CORE INTL AGGR12.73%
DFA Two-Year Global Fixed Income Portfolio12.62%
DFA One-Year Fixed Income Portfolio9.64%
Dimensional VA Global Bond Portfolio8.44%
DFA Intermediate Government Fixed Income Portfolio5.12%
iShares 5-10 Year Investment Grade Corporate Bond ETF5.09%
Dimensional Inflation-Protected Securities ETF4.25%
DFA Short Term Investment Fund3.36%
Dimensional VA Short-Term Fixed Portfolio1.68%
Invesco Government & Agency Portfolio, Institutional Class1.22%

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