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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Us Bancorp \De\Cetera Investment Advisers

60Shared positions
59.7%Name overlap (Jaccard)
15+Only Us Bancorp…
15+Only Cetera…

Shared holdings · Q2 2026

SecurityUs Bancorp \De\ weightCetera Investment… weight
IVV iShares Core S&P 500 ETF 5.4% 3.2%
AGG iShares Core U.S.… 4.3% 1.4%
SCHX Schwab U.S. Large-Cap ETF 5.5% 0.0%
AAPL Apple Inc. 3.2% 1.9%
IEFA iShares Core MSCI EAFE ETF 3.8% 1.0%
SPY State Street SPDR S&P 500… 3.4% 1.3%
NVDA NVIDIA Corporation 1.8% 1.8%
MSFT Microsoft Corporation 2.2% 1.0%
IEMG iShares Core MSCI… 2.6% 0.6%
GOOGL Alphabet Inc. 2.3% 0.7%
AMZN Amazon.com, Inc. 1.6% 1.0%
QQQ Invesco QQQ Trust, Series… 1.0% 1.5%
VO Vanguard Morningstar… 2.0% 0.4%
LLY Eli Lilly and Company 1.8% 0.4%
VTI Vanguard Morningstar… 0.8% 1.2%
IWR iShares Russell Mid-Cap… 1.5% 0.2%
VTV Vanguard Morningstar… 0.2% 1.6%
VOO Vanguard S&P 500 ETF 0.3% 1.4%
JPM JPMorgan Chase & Co. 1.2% 0.4%
MU Micron Technology, Inc. 1.0% 0.5%
IXUS iShares Core MSCI Total… 1.2% 0.2%
VEA Vanguard FTSE Developed… 0.8% 0.5%
EFV iShares MSCI EAFE Value… 1.2% 0.1%
VUG Vanguard Morningstar… 0.1% 1.1%
GOOG Alphabet Inc. 0.7% 0.5%
IWF iShares Russell 1000… 0.5% 0.7%
IWM iShares Russell 2000 ETF 0.7% 0.5%
AMD Advanced Micro Devices… 0.7% 0.5%
IJR iShares Core S&P… 0.8% 0.4%
VONG Vanguard Russell 1000… 0.0% 1.1%
AVGO Broadcom Inc. 0.5% 0.6%
BRK-B Berkshire Hathaway Inc. 0.6% 0.5%
META Meta Platforms, Inc. 0.7% 0.4%
WMT Walmart Inc. 0.7% 0.3%
MUB iShares National Muni… 0.6% 0.4%
EFA iShares MSCI EAFE ETF 0.8% 0.2%
JNJ Johnson & Johnson 0.7% 0.3%
SCHH Schwab U.S. REIT ETF 0.9% 0.0%
XLK State Street Technology… 0.6% 0.3%
ABBV AbbVie Inc. 0.6% 0.2%
CAT Caterpillar Inc. 0.6% 0.3%
CGDV Capital Group Dividend… 0.0% 0.8%
WT WisdomTree, Inc. 0.0% 0.8%
VTWO Vanguard Russell 2000 ETF 0.8% 0.0%
MDY State Street SPDR S&P… 0.7% 0.1%
XONA.DE Exxon Mobil Corporation 0.5% 0.3%
QQQM Invesco NASDAQ 100 ETF 0.1% 0.7%
VNQ Vanguard Real Estate ETF 0.5% 0.2%
SCHD Schwab U.S. Dividend… 0.0% 0.7%
COST Costco Wholesale… 0.5% 0.2%
BRK-A Berkshire Hathaway Inc. 0.7% 0.0%
IJH iShares Core S&P Mid-Cap… 0.4% 0.3%
IVW iShares S&P 500 Growth ETF 0.1% 0.6%
IVE iShares S&P 500 Value ETF 0.1% 0.6%
VWO Vanguard FTSE Emerging… 0.4% 0.3%
HD The Home Depot, Inc. 0.5% 0.2%
PG The Procter & Gamble… 0.5% 0.1%
CSCO Cisco Systems, Inc. 0.5% 0.2%
PANW Palo Alto Networks, Inc. 0.5% 0.1%
AMAT Applied Materials, Inc. 0.5% 0.2%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology