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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\ ⇄ Wealth Enhancement Advisory Services, Llc

60Shared positions
59.8%Name overlap (Jaccard)
15+Only Us Bancorp…
15+Only Wealth…

Shared holdings · Q2 2026

SecurityUs Bancorp \De\ weightWealth Enhancement… weight
IVV iShares Core S&P 500 ETF 5.4% 6.1%
AGG iShares Core U.S.… 4.3% 2.7%
AAPL Apple Inc. 3.2% 3.1%
SCHX Schwab U.S. Large-Cap ETF 5.5% 0.6%
SPY State Street SPDR S&P 500… 3.4% 0.7%
IEFA iShares Core MSCI EAFE ETF 3.8% 0.3%
NVDA NVIDIA Corporation 1.8% 2.2%
MSFT Microsoft Corporation 2.2% 1.6%
GOOGL Alphabet Inc. 2.3% 1.2%
IEMG iShares Core MSCI… 2.6% 0.2%
AMZN Amazon.com, Inc. 1.6% 1.3%
LLY Eli Lilly and Company 1.8% 0.3%
VO Vanguard Morningstar… 2.0% 0.1%
MU Micron Technology, Inc. 1.0% 1.0%
JPM JPMorgan Chase & Co. 1.2% 0.7%
VWO Vanguard FTSE Emerging… 0.4% 1.5%
IWR iShares Russell Mid-Cap… 1.5% 0.1%
QQQ Invesco QQQ Trust, Series… 1.0% 0.5%
FNDF Schwab Fundamental… 0.0% 1.4%
USVM VictoryShares US Small… 0.0% 1.4%
AVLV Avantis U.S. Large Cap… 0.0% 1.4%
JNJ Johnson & Johnson 0.7% 0.7%
GOOG Alphabet Inc. 0.7% 0.6%
IXUS iShares Core MSCI Total… 1.2% 0.0%
VTI Vanguard Morningstar… 0.8% 0.4%
EFV iShares MSCI EAFE Value… 1.2% 0.1%
BRK-B Berkshire Hathaway Inc. 0.6% 0.6%
IMTM iShares MSCI Intl… 0.0% 1.2%
IJR iShares Core S&P… 0.8% 0.4%
AVGO Broadcom Inc. 0.5% 0.6%
WMT Walmart Inc. 0.7% 0.4%
VEA Vanguard FTSE Developed… 0.8% 0.3%
META Meta Platforms, Inc. 0.7% 0.4%
GOVT iShares U.S. Treasury… 0.0% 1.0%
AMAT Applied Materials, Inc. 0.5% 0.5%
VOO Vanguard S&P 500 ETF 0.3% 0.7%
XONA.DE Exxon Mobil Corporation 0.5% 0.5%
EFA iShares MSCI EAFE ETF 0.8% 0.1%
AMD Advanced Micro Devices… 0.7% 0.2%
SCHH Schwab U.S. REIT ETF 0.9% 0.0%
SPHQ Invesco S&P 500 Quality… 0.0% 0.9%
PG The Procter & Gamble… 0.5% 0.3%
USMV iShares MSCI USA Min Vol… 0.1% 0.8%
CSCO Cisco Systems, Inc. 0.5% 0.4%
ABBV AbbVie Inc. 0.6% 0.2%
AVDE Avantis International… 0.0% 0.8%
MDY State Street SPDR S&P… 0.7% 0.1%
VTWO Vanguard Russell 2000 ETF 0.8% 0.0%
IWF iShares Russell 1000… 0.5% 0.3%
IWM iShares Russell 2000 ETF 0.7% 0.1%
CAT Caterpillar Inc. 0.6% 0.2%
MUB iShares National Muni… 0.6% 0.1%
BRK-A Berkshire Hathaway Inc. 0.7% 0.0%
LRCX Lam Research Corporation 0.2% 0.5%
HD The Home Depot, Inc. 0.5% 0.2%
SCHF Schwab International… 0.4% 0.3%
VTV Vanguard Morningstar… 0.2% 0.5%
VNQ Vanguard Real Estate ETF 0.5% 0.2%
IJH iShares Core S&P Mid-Cap… 0.4% 0.2%
XLK State Street Technology… 0.6% 0.1%

Distinctively Us Bancorp \De\

IBMP 0.0%
IBMQ 0.0%
UMC United… 0.0%
IBMO 0.0%
SMIG Bahl & Gaynor… 0.0%
IBMR 0.0%
IBMS 0.0%
FMX Fomento Económico… 0.0%
FINW 0.0%
IBMT 0.0%
YLD 0.0%
IOCT 0.0%
IAPR 0.0%
SIMO Silicon Motion… 0.0%
GRC The Gorman-Rupp… 0.0%

Distinctively Wealth Enhancement…

SMTH ALPS Funds Smith Core… 2.1%
JMOM JPMorgan U.S.… 1.4%
UYLD Angel Oak Ultrashort… 0.8%
FLIA 0.4%
AUSF 0.2%
HELO JPMorgan Hedged… 0.2%
BRIF 0.2%
ICSH iShares Ultra Short… 0.2%
NBCM 0.2%
TXUE 0.1%
FTMS 0.1%
ENDW 0.1%
WINN 0.1%
ONOF 0.1%
PMBS 0.1%
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