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SBTIX vs LEXI

Shared holdings
1
SBTIX covered by LEXI
4.29%
LEXI covered by SBTIX
4.29%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 6 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SBTIX (Jan. 31, 2026)

SecurityWeight
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U72.24%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND12.32%
State Street SPDR S&P Metals & Mining ETF5.77%
MORGAN STANLEY & COMPANY MARGIN DEPOSIT ACCOUNT5.27%
VANECK GOLD MINERS ETF/USA CL USD INC 0.000000003.39%
ZCS BRL 14.0087 05/12/25-01/04/27 CME1.01%

LEXI (Feb. 28, 2026)

SecurityWeight
iShares MSCI Intl Momentum Factor ETF6.37%
ISHARES MSCI USA MOMENTUM FA MUTUAL FUND5.86%
Xtrackers MSCI EAFE Hedged Equity ETF5.81%
SPDR S&P MidCap 400 ETF Trust5.73%
VANGUARD DVD A E5.61%
JPM ULTRA-SHT IN5.33%
PIMCO ENHANCED SHORT MATURITY PIMCO ENHANCED SHORT MATURIT5.30%
VANGUARD MEGA CAP GROWTH ETF CL ETF SHARES USD INC 0.000000005.23%
SPDR Dow Jones Industrial Average ETF Trust5.15%
U.S. Bank Money Market Deposit Account4.98%
VANGUARD GRW ETF4.43%
iShares Trust 0-5YR HIGH YEILD CORP BD ET4.37%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND4.29%
ISHARES MSCI EMERGING MARKETS INDEX FUND4.07%
OPTION3.35%
V/E SEMICONDUCT3.17%
iShares Short Treasury Bond ETF - Class USD INC2.18%
APPLIED MATERIALS INC2.13%
U.S. Treasury Bills1.86%
NVIDIA CORP1.64%
State Street Industrial Select Sector SPDR ETF USD Class1.54%
CATERPILLAR INC1.31%
State StreetFinSelSectSPDRETF1.26%
TJX COS INC1.16%
ALPHABET INC CL A1.06%
TESLA INC0.92%
MARRIOTT INTL-A0.89%
VISA INC-CLASS A0.86%
APPLE INC0.84%
FREEPORT MCMORAN INC0.78%
MICROSOFT CORP0.75%
META PLATFORMS INC CL A0.62%
ORACLE CORP0.58%
CISCO SYSTEMS INC0.40%
HOME DEPOT INC0.17%

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