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मैनेजर A मैनेजर B

Assetmark, Inc ⇄ Captrust Financial Advisors

60साझा पोजीशन

56.8%नाम ओवरलैप (Jaccard)

15+केवल Assetmark, Inc

15+केवल Captrust…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Assetmark, Inc भार	Captrust Financial… भार
MGK Vanguard Morningstar Mega…	6.4%	0.6%
IVV iShares Core S&P 500 ETF	1.0%	5.3%
VOO Vanguard S&P 500 ETF	4.8%	1.3%
AAPL Apple Inc.	1.5%	3.6%
NVDA NVIDIA Corporation	2.1%	2.7%
MGV Vanguard Morningstar Mega…	4.5%	0.0%
VEA Vanguard FTSE Developed…	0.7%	3.3%
GOOGL Alphabet Inc.	1.7%	1.9%
MSFT Microsoft Corporation	1.3%	2.1%
SHY iShares 1-3 Year Treasury…	0.6%	2.7%
VTV Vanguard Morningstar…	0.7%	2.3%
IEMG iShares Core MSCI…	1.4%	1.2%
VBR Vanguard Morningstar…	2.0%	0.5%
AMZN Amazon.com, Inc.	0.8%	1.4%
AVGO Broadcom Inc.	1.0%	1.2%
IEI iShares 3-7 Year Treasury…	0.8%	1.2%
MINT PIMCO Enhanced Short…	1.8%	0.0%
IEFA iShares Core MSCI EAFE ETF	1.6%	0.2%
VB Vanguard Morningstar…	0.4%	1.4%
VUG Vanguard Morningstar…	0.5%	1.1%
IXUS iShares Core MSCI Total…	0.0%	1.6%
VOE Vanguard Morningstar…	1.5%	0.0%
META Meta Platforms, Inc.	1.0%	0.6%
FNDX Schwab Fundamental U.S.…	0.0%	1.4%
VTI Vanguard Morningstar…	0.8%	0.5%
AGG iShares Core U.S.…	0.3%	1.0%
SCHX Schwab U.S. Large-Cap ETF	0.3%	0.9%
GOVT iShares U.S. Treasury…	1.1%	0.2%
BIL State Street SPDR…	0.7%	0.5%
VOT Vanguard Morningstar…	1.1%	0.0%
JPM JPMorgan Chase & Co.	0.5%	0.7%
BSV Vanguard Short-Term Bond…	0.2%	0.9%
VBK Vanguard Morningstar…	1.0%	0.0%
JNK State Street SPDR…	1.0%	0.0%
BRK-B Berkshire Hathaway Inc.	0.2%	0.8%
GOOG Alphabet Inc.	0.3%	0.7%
SHYG iShares 0-5 Year High…	1.0%	0.0%
BND Vanguard Total Bond…	0.9%	0.0%
USIG iShares Broad USD…	0.9%	0.0%
HYG iShares iBoxx $ High…	0.9%	0.0%
IEF iShares 7-10 Year…	0.1%	0.8%
SPY State Street SPDR S&P 500…	0.0%	0.9%
TSM Taiwan Semiconductor…	0.5%	0.4%
LRCX Lam Research Corporation	0.3%	0.6%
SPTM State Street SPDR…	0.9%	0.0%
MTUM iShares MSCI USA Momentum…	0.7%	0.2%
MU Micron Technology, Inc.	0.7%	0.2%
MUB iShares National Muni…	0.6%	0.2%
IWB iShares Russell 1000 ETF	0.0%	0.8%
KLAC KLA Corporation	0.6%	0.2%
ABBV AbbVie Inc.	0.1%	0.7%
IGIB iShares 5-10 Year…	0.7%	0.0%
MA Mastercard Incorporated	0.2%	0.5%
VMBS Vanguard Mortgage-Backed…	0.7%	0.0%
PG The Procter & Gamble…	0.4%	0.4%
WT WisdomTree, Inc.	0.1%	0.6%
LLY Eli Lilly and Company	0.1%	0.6%
PANW Palo Alto Networks, Inc.	0.1%	0.6%
VXF Vanguard Extended Market…	0.6%	0.1%
JGRO JPMorgan Active Growth ETF	0.0%	0.7%

विशिष्ट रूप से Assetmark, Inc

SPTI State Street SPDR…	0.2%
BBUS JPMorgan BetaBuilders…	0.1%
USDU	0.1%
IAGG iShares Core…	0.1%
IGLB iShares 10+ Year…	0.1%
XONA.DE Exxon Mobil…	0.1%
DFSD Dimensional - Short…	0.1%
EMHY	0.1%
IOO iShares Global 100 ETF	0.1%
DIHP Dimensional…	0.1%
LVHI Franklin…	0.1%
ASHR Xtrackers Harvest CSI…	0.1%
VGLT Vanguard Long-Term…	0.1%
XEMD	0.1%
BBIN JPMorgan BetaBuilders…	0.1%

विशिष्ट रूप से Captrust Financial…

FLXR TCW Flexible Income…	0.3%
BILZ	0.1%
TSPA T. Rowe Price U.S.…	0.0%
ZALT	0.0%
IBDT iShares iBonds Dec…	0.0%
PSI	0.0%
LB LandBridge Company LLC	0.0%
IBDU iShares iBonds Dec…	0.0%
FRMI Fermi Inc. Common…	0.0%
INFL	0.0%
JPIN	0.0%
IBDV iShares iBonds Dec…	0.0%
BSJR	0.0%
SGDM	0.0%
BSJS	0.0%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली