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PEIAX vs ROMO

Shared holdings

PEIAX covered by ROMO

49.02%

ROMO covered by PEIAX

49.02%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 3 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

PEIAX (Feb. 28, 2026)

Security	Weight
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF	49.46%
ISH CORE EAFE	49.02%	●
US ULTRA BOND CBT Sep25	1.52%

ROMO (Jan. 31, 2026)

Security	Weight
ISH CORE EAFE	85.33%	●
iShares Core S&P 500 ETF	14.62%
ISHARES 7-10 YEAR TSY. BD	0.03%
iShares 1-3 Yr Treas	0.03%

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