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SWYMX vs HNDL

Shared holdings
2
SWYMX covered by HNDL
14.92%
HNDL covered by SWYMX
14.92%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWYMX (March 31, 2026)

SecurityWeight
SCHWAB US LARGE-CAP ETF MUTUAL FUND50.45%
SCHWAB INTL EQUITY ETF MUTUAL FUND22.33%
SCHWAB U S AGGREGATE BOND ETF10.47%
SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND6.34%
SCHWAB US SMALL-CAP ETF MUTUAL FUND5.77%
SCHWAB US REIT ETF MUTUAL FUND4.55%
Schwab Government Money Fund0.08%

HNDL (Jan. 31, 2026)

SecurityWeight
SCHWAB U S AGGREGATE BOND ETF11.33%
iShares Trust CORE US AGGREGATE BD ETF11.32%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET11.31%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND7.55%
GLOBAL X MLP ENERGY INFRASTRUCTURE ETF7.36%
INVES NASDAQ 1007.33%
WISDOMTREE US EFFICIENT CORE F6.24%
VANGUARD DVD A E5.67%
JPMORGAN EQUITY PREMIUM INCOME ETF5.08%
SCHWAB US REIT ETF MUTUAL FUND4.45%
GLOBAL X US PREFERRED ETF MUTUAL FUND3.83%
VANGUARD INT-TERM CORPORATE MUTUAL FUND3.11%
DIMENSIONAL CORE FIXED INCOME ETF2.48%
SPDR Portfolio S&P 500 ETF2.44%
Vanguard S&P 500 ETF2.39%
iShares Core S&P 500 ETF2.28%
INVESCO TAXABLE MUNICIPAL BOND1.85%
SCHWAB HIGH YIELD BOND ETF1.25%
U.S. Treasury Bills1.10%
Vanguard Mortgage-Backed Securities ETF - Class USD INC0.62%
U.S. Treasury Bills0.56%
WI TREASURY SEC. 0.000000% 02/19/20260.24%
HNDL TRS N7HNDLT EQ0.15%
HNDL TRS N7HNDLT EQ0.06%

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