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WHOSX vs SMASX

Shared holdings
1
WHOSX covered by SMASX
6.29%
SMASX covered by WHOSX
6.29%

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.

WHOSX (March 31, 2026)

SecurityWeight
US TREASURY N/B53.76%
US TREASURY N/B23.25%
US TREASURY N/B22.99%

SMASX (April 30, 2026)

SecurityWeight
US TREASURY N/B6.29%
US TREASURY N/B4.25%
US TREASURY N/B2.87%
US TREASURY N/B2.36%
US TREASURY N/B2.33%
WELLS FARGO CO1.62%
UBS V6.327 12/22/27 144A1.14%
L3HARRIS TECH IN1.05%
KSS 10 06/01/30 144A1.04%
HYUNDAI CAPITAL AMERICA 144A LIFE SR UNSEC 4.25% 01-08-291.00%
ALCON FINANCE CO0.98%
Hexcel Corp.0.96%
AUTONATION INC0.96%
THERMO FISHER0.95%
ALBERTSONS COS/SAFEWAY REGD 144A P/P 6.500000000.87%
NATIONAL SECURITIES CLEARING CORP0.82%
T-MOBILE USA INC0.81%
HCA INC0.81%
CHARLES SCHWAB0.81%
National Securities Clearing Corp.0.80%
CINTAS CORP NO.20.80%
Intel Corp.0.80%
NSANY 5.625 09/29/28 144A0.80%
CONSTL ENRGY GEN0.80%
EATON CORP0.80%
SOUTHWEST AIR0.80%
GOLDMAN SACHS GP0.80%
ALPHABET INC0.80%
Rentokil Terminix Funding PLC0.79%
FEDEX FREIGHT HO0.79%
JANSTR 4 1/2 11/15/290.77%
Gildan Activewear Inc0.75%
U.S. Treasury Notes0.75%
Foundry JV Holdco LLC0.74%
BALN 5 03/26/27 144A0.73%
ALPHABET INC0.71%
Vistra Operations Co. LLC0.70%
ELEMENT FLEET MGT. 6.271%0.64%
Citadel Securities Global Holdings LLC0.61%
CRWD 3 02/15/290.59%
MORGAN STANLEY B0.56%
TRUIST BANK0.56%
AMGEN INC0.54%
BAKER HUGHES0.52%
GAP INC/THE REGD 144A P/P 3.625000000.52%
SUNOCO LP REGD 144A P/P 7.000000000.51%
VF CORP0.50%
BROWN & BROWN0.50%
STLA 4.95 09/15/28 144A0.50%
MEDLINE BORROWER/MEDL CO SR SECURED 144A 04/29 6.250.49%

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