Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Morningstar Balanced ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST · 18 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Morningstar Balanced ETF Asset Allocation Portfolio |
|---|---|
| Vanguard Small-Cap ETF | 19.61 % |
| Vanguard Total Bond Market ETF | 17.46 % |
| iShares Core S&P 500 ETF | 13.22 % |
| Eaton Vance Total Return Bond Etf | 9.16 % |
| Vanguard FTSE Developed Markets ETF | 7.41 % |
| Schwab Fundamental International Equity Etf | 6.11 % |
| Ishares S&p 100 Etf | 4.85 % |
| Vanguard Short-term Bond Etf | 4.12 % |
| Jpmorgan Core Plus Bond Etf | 4.11 % |
| Vanguard International Equity Index Funds | 2.94 % |
| Vanguard Scottsdale Funds | 2.06 % |
| Ishares Inc | 2.00 % |
| iShares Core S&P Mid-Cap ETF | 2.00 % |
| Vanguard Mega Cap Growth ETF | 1.95 % |
| Schwab US TIPS ETF | 1.03 % |
| State Street Spdr Portfolio Intermediate Term Corporate Bond Etf | 1.03 % |
1 funds, 18 lines read.