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RTH vs IEDI

Shared holdings
20
RTH covered by IEDI
54.15%
IEDI covered by RTH
54.15%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RTH (March 31, 2026)

SecurityWeight
AMAZON.COM INC20.16%
WALMART INC11.95%
COSTCO WHOLESALE CORP8.75%
TJX COS INC5.21%
HOME DEPOT INC4.82%
LOWES COS INC4.43%
O'REILLY AUTOMOTIVE INC4.34%
MCKESSON CORP4.29%
CVS HEALTH CORP4.14%
ROSS STORES INC3.84%
AUTOZONE INC3.06%
CENCORA INC2.97%
FASTENAL CO2.81%
TARGET CORP2.63%
CARDINAL HEALTH INC2.59%
JD.COM INC SPON ADR2.45%
CARVANA CO CL A2.18%
KROGER CO1.83%
SYSCO CORP1.69%
DOLLAR GENERAL CORP1.27%
ULTA BEAUTY INC1.24%
TRACTOR SUPPLY CO.1.13%
LULULEMON ATHLETICA INC0.85%
DOLLAR TREE INC0.78%
BEST BUY CO INC0.58%
State Street Navigator Securities Lending Government Money Market Portfolio0.00%

IEDI (Jan. 31, 2026)

SecurityWeight
HOME DEPOT INC10.31%
WALMART INC9.87%
COSTCO WHOLESALE CORP7.52%
AMAZON.COM INC7.51%
TJX COS INC5.91%
LOWES COS INC5.63%
O'REILLY AUTOMOTIVE INC3.14%
ROSS STORES INC2.78%
CHIPOTLE MEXICAN GRILL INC1.81%
BlackRock Cash Funds: Institutional, SL Agency Shares1.61%
STARBUCKS CORP1.60%
HILTON WORLDWIDE HOLDINGS INC1.45%
MARRIOTT INTL-A1.34%
AUTOZONE INC1.32%
CARVANA CO CL A1.31%
UBER TECHNOLOGIES INC1.29%
ULTA BEAUTY INC1.20%
DOORDASH INC-A1.10%
DOLLAR GENERAL CORP0.94%
INTUIT INC0.91%
NIKE INC CL B0.83%
WILLIAMS-SONOMA INC0.83%
DARDEN RESTAURANTS INC0.81%
CINTAS CORP0.81%
TRACTOR SUPPLY CO.0.80%
KROGER CO0.79%
VISA INC-CLASS A0.77%
BURLINGTON STORES INC0.77%
BlackRock Cash Funds: Treasury, SL Agency Shares0.77%
DOLLAR TREE INC0.73%
ROYAL CARIBBEAN CRUISES LTD0.72%
LULULEMON ATHLETICA INC0.71%
CASEY'S GENERAL0.59%
WALT DISNEY CO/T0.57%
TAPESTRY INC0.54%
FERGUSON ENTERPRISES INC0.54%
DICKS SPORTING GOODS INC0.51%
ROBINHOOD MARKETS INC0.49%
AIRBNB INC CLASS A0.43%
BLOCK INC CL A0.41%
DOMINOS PIZZA INC0.41%
MCDONALDS CORP0.39%
FIVE BELOW INC0.37%
EBAY INC0.36%
SYSCO CORP0.36%
COPART INC0.36%
EXPEDIA INC0.35%
FASTENAL CO0.33%
PAYPAL HOLDINGS0.32%
DECKERS OUTDOOR CORP0.32%

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