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SWYAX vs HNDL

Shared holdings

SWYAX covered by HNDL

13.27%

HNDL covered by SWYAX

13.27%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 8 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SWYAX (March 31, 2026)

Security	Weight
SCHWAB U S AGGREGATE BOND ETF	50.44%	●
SCHWAB US LARGE-CAP ETF MUTUAL FUND	22.51%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF	7.45%
SCHWAB INTL EQUITY ETF MUTUAL FUND	6.99%
SCHWAB U.S. TIPS ETF MUTUAL FUND	6.83%
Schwab Government Money Fund	2.58%
SCHWAB US REIT ETF MUTUAL FUND	1.95%	●
SCHWAB US SMALL-CAP ETF MUTUAL FUND	1.25%

HNDL (Jan. 31, 2026)

Security	Weight
SCHWAB U S AGGREGATE BOND ETF	11.33%	●
iShares Trust CORE US AGGREGATE BD ETF	11.32%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET	11.31%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND	7.55%
GLOBAL X MLP ENERGY INFRASTRUCTURE ETF	7.36%
INVES NASDAQ 100	7.33%
WISDOMTREE US EFFICIENT CORE F	6.24%
VANGUARD DVD A E	5.67%
JPMORGAN EQUITY PREMIUM INCOME ETF	5.08%
SCHWAB US REIT ETF MUTUAL FUND	4.45%	●
GLOBAL X US PREFERRED ETF MUTUAL FUND	3.83%
VANGUARD INT-TERM CORPORATE MUTUAL FUND	3.11%
DIMENSIONAL CORE FIXED INCOME ETF	2.48%
SPDR Portfolio S&P 500 ETF	2.44%
Vanguard S&P 500 ETF	2.39%
iShares Core S&P 500 ETF	2.28%
INVESCO TAXABLE MUNICIPAL BOND	1.85%
SCHWAB HIGH YIELD BOND ETF	1.25%
U.S. Treasury Bills	1.10%
Vanguard Mortgage-Backed Securities ETF - Class USD INC	0.62%
U.S. Treasury Bills	0.56%
WI TREASURY SEC. 0.000000% 02/19/2026	0.24%
HNDL TRS N7HNDLT EQ	0.15%
HNDL TRS N7HNDLT EQ	0.06%

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