3-Fund Bogleheads (World + EM + Bonds): how much does it overlap?
The 3-Fund Bogleheads (World + EM + Bonds) portfolio has a 0.11% holdings redundancy — the share of its weight that is duplicated across its 3 funds. Its single largest underlying holding is TREASURY NOTE at 4.07% of the whole portfolio. Computed from the funds' published holdings.
TREASURY NOTE
4.07% of the whole portfolio, across 1 fundThe funds
The classic three-fund lazy portfolio: developed-world equity, an emerging-markets sleeve, and global aggregate bonds.
Top holdings, looked through
Each security aggregated across every fund
| Holding | In funds | Portfolio weight |
|---|---|---|
| TREASURY NOTE | 1 | 4.07% |
| NVIDIA CORP | 1 | 3.18% |
| APPLE INC | 1 | 3.10% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 1 | 2.82% |
| JAPAN (GOVERNMENT OF) 10YR #355 | 1 | 1.95% |
| MICROSOFT CORP | 1 | 1.83% |
| CHINA PEOPLES REPUBLIC OF (GOVERNM | 1 | 1.68% |
| AMAZON.COM INC | 1 | 1.59% |
| ALPHABET INC CLASS A | 1 | 1.42% |
| SAMSUNG ELECTRONICS LTD | 1 | 1.29% |
Pairwise overlap
How much each pair of funds shares
| Fund pair | Overlap |
|---|---|
| SWDA × EIMI | 0.3% |
| SWDA × AGGG | 0.0% |
| EIMI × AGGG | 0.0% |
Analyze your own portfolio
Open this portfolio in the interactive tool, then swap in the funds you actually own.
Redundancy = the sum, across every underlying security, of its total portfolio weight minus the largest single fund's contribution — the weight duplicated across funds. Figures derive from each issuer's published holdings. Methodology.