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PMCDX vs GGMBX

Shared holdings
2
PMCDX covered by GGMBX
7.80%
GGMBX covered by PMCDX
7.80%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PMCDX (March 31, 2026)

SecurityWeight
Aristotle Core Bond Fund23.64%
Aristotle Core Equity Fund12.58%
Aristotle Core Income Fund10.10%
Aristotle High Yield Bond Fund7.91%
Aristotle Short Duration Income Fund6.54%
iShares Trust RUSSELL 1000 VALUE ETF6.43%
MONEYMKT5.88%
Aristotle Growth Equity Fund5.53%
Aristotle International Equity Fund3.77%
iShares JP Morgan USD Em Mkts Bd ETF2.82%
iShares Russell Mid-Cap Value ETF2.36%
ISHARES CORE MSCI EMERGING MUTUAL FUND1.92%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW1.88%
ISHARES MSCI EAFE VALUE ETF MUTUAL FUND1.44%
ISHARES TIPS BOND ETF MUTUAL FUND1.41%
iShares Trust RUSSELL 2000 VALUE ETF1.41%
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND1.40%
Aristotle Floating Rate Income Fund Class I1.40%
VANGUARD-FTSE AW0.48%
ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND0.48%
iShares Core U.S. REIT ETF - Class USD INC0.47%
US BANK MMDA - USBGFS 90.14%

GGMBX (Feb. 28, 2026)

SecurityWeight
Goldman Sachs MarketBeta US Equity ETF24.10%
Goldman Sachs MarketBeta International Equity ETF13.25%
ISHARES CORE MSCI EMERGING MUTUAL FUND12.17%
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF8.19%
MONEYMKT6.23%
ISH CORE EAFE6.11%
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF4.69%
STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND4.48%
ISHARES MSCI EAFE SMALL CAP ETF4.40%
ZCS BRL 14.0087 05/12/25-01/04/27 CME1.37%
Goldman Sachs ActiveBeta Emerging Markets Equity ETF1.34%
CAYMAN COMMODITY GMB, LLC0.70%
NVIDIA CORP0.56%
APPLE INC0.49%
iShares MSCI USA Quality Factor ETF0.41%
ISHARES USTECHNOLOGY ETF MUTUAL FUND0.37%
MICROSOFT CORP0.33%
AMAZON.COM INC0.23%
ALPHABET INC CL A0.23%
ALPHABET INC CL C0.19%
S+P/TSX 60 IX FUT MAR260.18%
META PLATFORMS INC CL A0.17%
BROADCOM INC0.13%
U.S. Treasury Bills0.13%
U.S. Treasury Bills0.13%
U.S. Treasury Bills0.13%
U.S. Treasury Bills0.13%
ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-20330.12%
JPMORGAN CHASE and CO0.11%
U.S. Treasury Bills0.11%
U.S. Treasury Bills0.10%
U.S. Treasury Bills0.10%
UST BILLS 0% 05/14/20260.10%
WIB 0 03/19/260.10%
U.S. Treasury Bills0.09%
U.S. Treasury Bills0.09%
WALMART INC0.09%
U.S. Treasury Bills0.08%
LILLY ELI and CO0.08%
JOHNSON&JOHNSON0.07%
U.S. Treasury Bills0.06%
VISA INC-CLASS A0.06%
BERKSHIRE HATH-B0.06%
LAM RESEARCH CORP0.06%
TAPESTRY INC0.06%
DOLLAR GENERAL CORP0.06%
GILEAD SCIENCES INC0.06%
INCYTE CORP0.05%
KONINKLIJKE AHOL0.05%
MASTERCARD INC CL A0.05%

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