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RMDFX vs HF

Shared holdings
2
RMDFX covered by HF
4.77%
HF covered by RMDFX
4.77%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RMDFX (March 31, 2026)

SecurityWeight
GMO Benchmark-Free Allocation Fund, Class IV25.96%
Wilshire Bridgewater Managed Alpha (Ireland) Fund, Class D3 Shares12.58%
ISHARES GOLD TRUST MUTUAL FUND8.79%
Lazard Global Investment Funds plc - Lazard Rathmore Alternative Fund, Class E shares6.95%
Victory Pioneer Multi-Asset Income Fund6.63%
JPMorgan Global Allocation Fund, Class R66.20%
Eaton Vance Global Macro Absolute Return Advantage Fund, Class R66.11%
Millennium International Ltd., Class GG6.01%
GMO Investments ICAV - GMO Equity Dislocation Investment Fund, Class A shares5.78%
Elliott Associates LP, Class C shares4.35%
BLACKROCK EVENT DRIVEN EQUITY FUND CL INSTITUTIONAL 0.000000003.80%
SPDR Bridgewater All Weather ETF2.91%
JPMorgan Prime Money Market Fund, Institutional Class2.10%
ISHARES CORE 60 40 BALANCED ALLOCATION ETF1.82%

HF (Jan. 31, 2026)

SecurityWeight
ProShares Short S&P500 - Class USD INC15.21%
SPDR Bridgewater All Weather ETF9.93%
Vanguard Value Index Fund ETF8.12%
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND8.07%
Vanguard Total World Stock ETF7.98%
iShares Trust MSCI ACWI ETF7.98%
STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND7.94%
VANGUARD GRW ETF7.90%
Direxion Daily S&P 500 Bear 1x Shares5.07%
SCHWAB US BROAD MARKET ETF MUTUAL FUND3.99%
ISHARES CORE S P TOTAL US STOCK MARKET ETF3.99%
VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF3.99%
SPDR S&P 500 ETF Trust2.00%
iShares Core S&P 500 ETF2.00%
Vanguard S&P 500 ETF2.00%
ISHARES GOLD TRUST MUTUAL FUND1.86%
SPDR GOLD SHARES ETF1.85%
FRST AM-GV OB-X0.12%

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