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SPUSX vs SLGFX

Shared holdings
492
SPUSX covered by SLGFX
49.58%
SLGFX covered by SPUSX
49.58%

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.

SPUSX (Feb. 28, 2026)

SecurityWeight
iShares MSCI USA Min Vol Factor ETF5.13%
DFA U.S. Targeted Value Portfolio - Class Institutional4.10%
DFA RL EST SECS MUTUAL FUND3.86%
DIMENSIONAL US TARGET VALUE MUTUAL FUND3.62%
MICROSOFT CORP2.88%●
APPLE INC COMMON STOCK2.83%●
VANGUARD U.S. VALUE FACTOR MUTUAL FUND2.81%
ISHARES MSCI USA MOMENTUM FA MUTUAL FUND2.75%
ALPHABET INC CL A2.69%●
AVANTIS US SMALL CAP VALUE MUTUAL FUND2.66%
DIMENSIONAL US SMALL CAP ETF MUTUAL FUND2.60%
NVIDIA CORP2.48%●
U.S. Small Cap Portfolio1.88%
JPMORGAN CHASE and CO1.84%●
WALMART INC1.67%●
META PLATFORMS INC CL A1.60%●
VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND1.41%
VANGUARD U.S. QUALITY FACTOR MUTUAL FUND1.31%
VANGUARD US MOMENTUM FACTOR MUTUAL FUND1.27%
PUT Amazon.com, Inc. 01/02/2026 P2051.24%●
LILLY ELI and CO1.15%●
BROADCOM INC0.96%●
KLA CORP0.89%●
LAM RESEARCH CORP0.85%●
QUANTA SERVICES INC COMMON STOCK0.84%●
ALPHABET INC CL C0.81%●
JOHNSON&JOHNSON0.77%●
EXXON MOBIL CORP0.75%●
UNITED RENTALS INC0.68%●
TRANE TECHNOLOGI0.61%●
NETFLIX INC0.56%●
HCA HEALTHCARE INC0.55%●
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK0.53%●
EATON CORP PLC0.52%●
ROYAL CARIBBEAN0.52%●
GENERAL ELECTRIC CO0.51%●
HOWMET AEROSPACE INC0.51%●
CITIGROUP INC0.50%●
WILLIAMS-SONOMA INC0.45%●
DWS-GVT MM-INS0.45%
PARKER HANNIFIN CORP0.44%●
ABBVIE INC0.40%●
MICRON TECHNOLOGY INC0.39%●
APPLOVIN CORP0.39%●
MORGAN STANLEY0.36%●
AUTONATION INC0.36%●
AMERIPRISE FINANCIAL INC0.35%●
CONSOLIDATED EDISON INC0.33%●
Anglogold Ashanti Plc0.32%●
STEEL DYNAMICS INC0.29%●

SLGFX (March 31, 2026)

SecurityWeight
NVIDIA CORP6.56%●
APPLE INC COMMON STOCK5.88%●
MICROSOFT CORP4.41%●
PUT Amazon.com, Inc. 01/02/2026 P2053.21%●
ALPHABET INC CL A2.69%●
BROADCOM INC2.30%●
ALPHABET INC CL C2.18%●
US ULTRA BOND CBT Sep252.05%●
META PLATFORMS INC CL A2.01%●
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.84%
TESLA INC1.69%●
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.42%●
JPMORGAN CHASE and CO1.28%●
LILLY ELI and CO1.18%●
EXXON MOBIL CORP1.15%●
JOHNSON&JOHNSON0.94%●
WALMART INC0.87%●
VISA INC-CLASS A0.82%●
COSTCO WHOLESALE CORP0.71%●
NETFLIX INC0.66%●
MASTERCARD INC CL A0.65%●
CHEVRON CORP0.62%●
ABBVIE INC0.62%●
MICRON TECHNOLOGY INC0.61%●
PROCTER & GAMBLE0.55%●
CATERPILLAR INC0.53%●
Common Stock0.53%●
HOME DEPOT INC0.53%●
BANK OF AMERICA CORP COMMON STOCK0.51%●
PALANTIR TECHNOLOGIES INC0.51%●
CISCO SYSTEMS INC0.50%●
MERCK & CO0.48%●
COCA-COLA CO/THE0.48%●
GENERAL ELECTRIC CO0.47%●
APPLIED MATERIALS INC COMMON STOCK0.44%●
LAM RESEARCH CORP0.43%●
RTX CORPORATION COMMON STOCK0.41%●
PHILIP MORRIS INTL INC0.41%●
GOLDMAN SACHS GROUP INC0.40%●
ORACLE CORP0.40%●
WELLS FARGO & CO0.40%●
UNITEDHEALTH GRP0.40%●
GE VERNOVA LLC0.38%●
LINDE PLC0.37%●
INTL BUS MACH CORP0.36%●
MCDONALDS CORP0.36%●
PEPSICO INC0.34%●
VERIZON COMMUNICATIONS INC0.34%●
AT&T INC0.32%●
CITIGROUP INC0.32%●

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