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ROM vs JAFSX

Shared holdings
40
ROM covered by JAFSX
55.17%
JAFSX covered by ROM
55.17%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

ROM (Feb. 28, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2512.54%
NVIDIA CORP10.40%●
APPLE INC9.43%●
MICROSOFT CORP7.05%●
U.S. Treasury Bills4.57%
ProShares GENIUS Money Market ETF3.76%
BROADCOM INC3.65%●
WIB 0 03/19/263.28%
MICRON TECHNOLOGY INC2.92%●
U.S. Treasury Bills2.91%
Repurchase Agreement2.07%
ADV MICRO DEVICE2.06%●
PALANTIR TECHNOLOGIES INC1.98%●
CISCO SYSTEMS INC1.98%●
APPLIED MATERIALS INC1.87%●
LAM RESEARCH CORP1.85%●
ORACLE CORP1.54%●
INTL BUS MACH CORP1.42%●
INTEL CORP1.29%●
KLA CORP1.26%●
TEXAS INSTRUMENTS INC1.22%
SALESFORCE INC1.17%●
AMPHENOL CORPORATION CL A1.13%●
ANALOG DEVICES INC1.10%●
QUALCOMM INC0.96%
ARISTA NETWORKS INC0.87%●
ACCENTURE PLC CL A0.82%
PALO ALTO NETWORKS INC0.75%●
APPLOVIN CORP0.74%●
CORNING INC0.74%●
INTUIT INC0.72%●
SERVICENOW INC0.71%●
ADOBE INC0.69%
WESTERN DIGITAL CORP0.60%●
SANDISK CORPORATION0.59%●
CROWDSTRIKE HOLDINGS INC0.59%●
SEAGATE TECHNOLOGY HOLDINGS PLC0.56%
CADENCE DESIGN SYSTEMS INC0.52%
MOTOROLA SOLUTIONS INC0.51%●
SYNOPSYS INC0.49%
TE CONNECTIVITY PLC0.43%
NXP SEMICONDUCTORS NV0.36%
MONOLITHIC POWER SYS INC0.34%●
KEYSIGHT TECHNOLOGIES INC0.33%●
AUTODESK INC0.33%
TERADYNE INC0.32%●
FORTINET INC0.32%
DELL TECHNOLOGIES INC CL C0.28%●
MICROCHIP TECHNOLOGY0.25%
ROPER TECHNOLOGIES INC0.24%

JAFSX (March 31, 2026)

SecurityWeight
APPLE INC9.73%●
NVIDIA CORP9.12%●
BROADCOM INC8.15%●
MICROSOFT CORP7.62%●
T Rowe Price Government Reserve Investment Fund7.55%
ALPHABET INC CL A4.83%
ALPHABET INC CL C3.92%
META PLATFORMS INC CL A3.54%
CISCO SYSTEMS INC2.82%●
ADV MICRO DEVICE2.56%●
MICRON TECHNOLOGY INC2.36%●
PALANTIR TECHNOLOGIES INC2.35%●
LAM RESEARCH CORP1.74%●
ORACLE CORP1.52%●
INTL BUS MACH CORP1.51%●
TAIWAN SEMICONDUCTOR MANUFACTU COMMON STOCK TWD10.01.49%
APPLIED MATERIALS INC1.44%●
INTEL CORP1.43%●
ARISTA NETWORKS INC1.14%●
CIENA CORP1.09%●
AMPHENOL CORPORATION CL A1.02%●
LUMENTUM HOLDINGS INC0.94%
SANDISK CORPORATION0.93%●
MOTOROLA SOLUTIONS INC0.92%●
SHOPIFY INC CL A0.89%
SALESFORCE INC0.87%●
KLA CORP0.86%●
WESTERN DIGITAL CORP0.82%●
VERIZON COMMUNICATIONS INC0.77%
CORNING INC0.75%●
MARVELL TECHNOLOGY INC0.72%
CLOUDFLARE INC-A0.62%
TERADYNE INC0.62%●
ANALOG DEVICES INC0.56%●
LATTICE SEMICONDUCTOR CORP0.56%
KEYSIGHT TECHNOLOGIES INC0.52%●
KIOXIA HOLDINGS CORP COMMON STOCK0.47%
MKS INSTRUMENTS INC0.44%
MONOLITHIC POWER SYS INC0.43%●
CROWDSTRIKE HOLDINGS INC0.42%●
SAMSUNG ELECTRONICS CO LTD COMMON STOCK KRW100.00.42%
SEAGATE TECHNOLO0.41%
JABIL INC0.40%●
INTERDIGITAL INC0.37%
SK HYNIX INC COMMON STOCK KRW5000.00.37%
APPLOVIN CORP0.36%●
DELL TECHNOLOGIES INC CL C0.36%●
COHERENT CORP0.35%
VIAVI SOLUTIONS INC0.35%
FABRINET0.35%

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