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ZROZ vs JRTKX

Shared holdings
4
ZROZ covered by JRTKX
1.17%
JRTKX covered by ZROZ
1.17%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 20 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ZROZ (March 31, 2026)

SecurityWeight
U.S. Treasury Bonds Principal STRIPS5.90%
U.S. Treasury Bonds Principal STRIPS5.89%
U.S. Treasury Bonds Principal STRIPS5.81%
U.S. Treasury Bonds Principal STRIPS5.78%
U.S. Treasury Bonds Principal STRIPS5.48%
U.S. Treasury Bonds Principal STRIPS5.40%
U.S. Treasury Bonds Principal STRIPS5.35%
U.S. Treasury Bonds Principal STRIPS5.34%
U.S. Treasury Bonds Principal STRIPS5.23%
U.S. Treasury STRIPS Principal5.20%
U.S. Treasury Bonds Principal STRIPS5.09%
U.S. Treasury STRIPS Principal, 3.625%, 5/15/535.08%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/515.06%
U.S. Treasury Bonds Principal STRIPS4.83%
U.S. Treasury Bonds Principal STRIPS4.65%
U.S. Treasury Bonds Principal STRIPS4.63%
U.S. Treasury Bonds Principal STRIPS4.58%
STRIP PRINC3.92%
U.S. Treasury Bonds Principal STRIPS3.68%
U.S. Treasury Bonds Principal STRIPS3.11%

JRTKX (Feb. 28, 2026)

SecurityWeight
JHF II US STRAT EQUITY ALLOC MUTUAL FUND23.69%
JHF II INTL STRAT EQUITY ALLO MUTUAL FUND19.04%
VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET9.75%
HANCOCK JOHN SOVEREIGN BD FD MUTUAL FUND9.71%
Vanguard S&P 500 ETF7.13%
FMR-MID CAP6.78%
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF5.94%
JOHN HANCOCK FDS II EMERGING MKT DEBT FD CL NAV2.87%
JHF Focused High Yield Fund MUTUAL FUND2.22%
ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND1.93%
FMR-S/C INDX1.88%
VANGUARD DVD A E1.27%
JH COLLATERAL1.14%
VANGUARD ENERGY ETF VANGUARD ENERGY ETF0.99%
Vanguard Real Estate Index Fund ETF Shares0.78%
INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS0.66%
VANGUARD FTSE EM0.58%
VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF0.52%
Vanguard Short-Term Corporate Bond ETF0.50%
JOHN HANCOCK GLOBAL SENIOR LOA JH GLOBAL SENIOR LOAN ETF0.44%
U.S. Treasury Bonds Principal STRIPS0.37%
U.S. Treasury Bonds Principal STRIPS0.33%
U.S. Treasury STRIPS Principal, 2.00%, 8/15/510.27%
ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR0.26%
VG GLB EX-US R E0.26%
U.S. Treasury Bonds Principal STRIPS0.20%
U.S. Treasury Notes0.16%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/20280.15%
U.S. Treasury Notes0.15%
U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/20270.02%
DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.00.00%
CHINA COM RICH RENE ENE INVEST0.00%

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