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ORIGX vs PLUSX

Shared holdings
1
ORIGX covered by PLUSX
2.23%
PLUSX covered by ORIGX
2.23%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 5 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ORIGX (Feb. 28, 2026)

SecurityWeight
North Square Dynamic Small Cap Fund Class I52.69%
North Square Select Small Cap Fund Class I24.80%
North Square Kennedy MicroCap Fund Class I19.81%
Russell 2000 ETF2.23%
FIRST AM-TR OB-X0.47%

PLUSX (Feb. 28, 2026)

SecurityWeight
DWS Equity 500 Index Fund36.95%
VANGUARD INT-TERM CORPORATE MUTUAL FUND8.66%
iShares GNMA Bond ETF7.15%
DWS Emerging Markets Equity Fund 'Institutional'6.50%
ISHARES CORE MSCI EUROPE ETF4.87%
ISHARES US TREASURY BOND ETF4.79%
DWS High Income Fund 'Institutional'4.31%
iShares JP Morgan USD Em Mkts Bd ETF3.27%
DWS Small Cap Core Fund 'S'2.59%
iShares Trust CORE INTL AGGR2.56%
DWS RREEF Real Estate Securities Fund 'Institutional'2.51%
ISHARES MSCI JPN2.48%
Vanguard S&P 500 ETF2.47%
Russell 2000 ETF2.28%
DWS RREEF Global Infrastructure Fund 'Institutional'2.03%
DWS Enhanced Commodity Strategy Fund 'Institutional'1.66%
Xtrackers RREEF Global Natural Resources ETF1.18%
DWS Central Cash Management Government Fund1.18%
iShares MSCI Pacific ex Japan ETF1.05%
V/E JPM EM L C B0.75%
U.S. Treasury Bills0.50%
DWS Global Real Estate Securities Fund0.22%
WHEAT SEP 260.04%
DWS Emerging Markets Fixed Income Fund 'Institutional'0.00%

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