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SDAIX vs SHDG

Shared holdings

SDAIX covered by SHDG

88.35%

SHDG covered by SDAIX

88.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 3 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SDAIX (March 31, 2026)

Security	Weight
iShares Core S&P 500 ETF	86.01%	●
US ULTRA BOND CBT Sep25	11.99%	●
FRST AM-GV OB-X	2.00%	●

SHDG (April 30, 2026)

Security	Weight
iShares Core S&P 500 ETF	97.66%	●
FRST AM-GV OB-X	1.68%	●
US ULTRA BOND CBT Sep25	0.66%	●

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