Your funds, side by side
These are 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.
- SOUND MIND INVESTING DYNAMIC ALLOCATION FUND Valued Advisers Trust · 24 lines · as of Jul 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 | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND |
|---|---|
| iShares Core U.S. REIT ETF | 15.08 % |
| ETF OPPORTUNITIES TRUST | 14.34 % |
| BNY Mellon US Large Cap Core E | 12.40 % |
| ISHARES INC | 10.61 % |
| iShares Russell 2000 Growth ETF | 8.74 % |
| ISHARES TRUST | 7.37 % |
| Invesco QQQ Trust Series 1 | 5.73 % |
| SIMPLIFY EXCHANGE TRADED FUNDS | 3.97 % |
| USCF ETF TRUST | 3.22 % |
| Schwab High Yield Bond ETF | 2.14 % |
| SCHWAB STRATEGIC TRUST | 2.12 % |
| VANGUARD ENERGY ETF VANGUARD ENERGY ETF | 1.80 % |
| PROSHARES TRUST | 1.78 % |
| Schwab International Equity ETF | 1.72 % |
| ISHARES TRUST | 1.44 % |
| iShares iBoxx USD Investment Grade Corporate Bond ETF | 1.42 % |
| SCHWAB STRATEGIC TRUST | 1.07 % |
| Vanguard Small-Cap ETF | 1.07 % |
| SPDR SERIES TRUST | 1.04 % |
| SPDR SERIES TRUST | 0.71 % |
| Franklin FTSE Japan ETF | 0.70 % |
| Grayscale Bitcoin Mini Trust E | 0.67 % |
| FRANKLIN TEMPLETON ETF TRUST | 0.35 % |
| SPROTT PHYSICAL GOLD TRUST | 0.33 % |
Titelia read 24 lines in these 1 funds.