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USAF vs LENS

Shared holdings
2
USAF covered by LENS
10.97%
LENS covered by USAF
10.97%

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.

USAF (March 31, 2026)

SecurityWeight
Invesco Agriculture Commodity Strategy NO K-1 Etf9.72%
iShares Gold Trust Micro9.14%
World Gold Trust SPDR GLD MINIS9.14%
ISHARES 0 5 YEAR TIPS BOND ETF8.45%
VANGUARD SHORT TERM TREASURY ETF8.00%
Schwab Strategic Trust SHORT-TERM US TREASURY ETF6.93%
iShares 1-3 Yr Treas6.92%
State Street SPDR Portfolio Short Term Treasury ETF6.92%
Simplify Commodities Strategy NO K-1 ETF3.93%
F/m US Treasury 2 Year Note ETF3.51%
DREY-GVT CSH-I3.44%
ProShares UltraShort 20+ Year Treasury3.38%
VANGUARD SHORT-TERM TIPS MUTUAL FUND3.11%
GLOBAL X DEFENSE TECH ETF2.74%
ISHARES GOLD TRUST MUTUAL FUND2.07%
Global X Cybersecurity ETF1.73%
CALL SPDR GOLD SHARES 12/29/2023 C1801.52%
State Street SPDR S&P Aerospace & Defense ETF1.31%
DIGITAL REALTY TRUST INC0.71%
EQUINIX INC0.70%
AMERICAN TOWER CORP0.69%
REALTY INCOME CORP REIT0.69%
CROWN CASTLE INC0.55%
EQUITY RESIDENTIAL REIT0.39%
ISHARES CYBER-TC0.37%
AVALONBAY COMMUNITIES INC REIT0.36%
SBA COMMUNICATIONS CORP0.28%
ESSEX PROPERTY TRUST INC0.28%
HEALTHPEAK PROPERTIES INC0.27%
UDR INC0.25%
WP CAREY INC0.25%
AMERICAN HEALTHCARE REIT INC0.22%
ALEXANDRIA REAL ES EQ INC REIT0.22%
AGREE REALTY CORP0.21%
FED REALTY INVS0.21%
STAG INDUSTRIAL INC CL A0.16%
BXP INC0.14%
VORNADO RLTY TST0.12%
SABRA HEALTHCARE REIT INC0.12%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC0.12%
KILROY REALTY CORP0.09%
SL GREEN REALTY CORP REIT0.06%
ACADIA RLTY TR REIT0.06%
CORPORATE OFFICE PROPERTIES TR0.06%
GLOBAL NET LEASE INC0.04%
DIAMONDROCK HOSPITALITY CO0.04%
LTC PROPERTIES INC REIT0.04%
KENNEDY-WILSON HOLDINGS INC0.03%
PEBBLEBROOK HOTEL TRUST0.03%
UMH PROPERTIES INC0.03%

LENS (Feb. 27, 2026)

SecurityWeight
World Gold Trust SPDR GLD MINIS8.90%
FRST AM-GV OB-X7.09%
EXXON MOBIL CORP5.49%
ISHARES GOLD TRUST MUTUAL FUND5.01%
ISHARES SILVER TRUST4.46%
KINROSS GOLD CORP4.13%
Gold Fields Ltd SPONSORED ADR3.57%
AGNICO EAGLE MINES LTD3.54%
CHEVRON CORP3.33%
COEUR MINING INC2.68%
SIBANYE-STILLWATER LTD-ADR DEPOSITARY RECEIPT2.63%
IMPALA PLATINUM-SPON ADR 0.000000002.54%
Transocean Ltd2.51%
FORUM ENERGY TECHNOLOGIES INC2.42%
FIRST MAJESTIC S2.37%
HECLA MINING CO2.30%
ENDEAVOUR SILVER2.24%
RANGE RESOURCES CORP2.09%
HUDBAY MINERALS1.99%
SLB LTD1.96%
Southern Copper Corporation COM USD0.011.95%
Vale S.A. SPONS ADS REPR 1 COM NPV1.85%
ANTERO RESOURCES1.73%
EQUINOX GOLD COR1.65%
BHP Group Ltd. SPONSORED ADS1.61%
Navios Maritime Partners LP1.54%
CHENIERE ENERGY INC1.53%
NEWMONT CORP1.52%
BAKER HUGHES CO1.48%
PETROLEO BRASILEIRO SPONS ADR1.47%
BARRICK MINING CORP1.46%
Alpha Architect 1-3 Month Box ETF1.45%
NOVAGOLD RESOURCES INC1.40%
SKEENA RESOURCES1.35%
FREEPORT MCMORAN INC1.22%
HALLIBURTON CO1.00%
IVANHOE ELECTRIC INC0.98%
National Energy Services Reunited Corp0.93%
CAMECO CORP0.87%
BKV CORPORATION0.81%
NEW GOLD INC0.56%
NORTHERN DYNASTY MINERALS LTD0.39%

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