{
  "page": "compare",
  "query": {
    "a": "ASMRX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T19:18:34+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Strategic Allocation: Moderate Fund",
    "ticker": "ASMRX",
    "slug": "ASMRX",
    "series_id": "S000005932",
    "html_url": "https://fundwatcher.app/funds/ASMRX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1322359149684942427235932271",
    "coverage_b_by_a": "0.1322359149684942427235932271",
    "shared_count": 308,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "American Century US Quality Value ETF",
        "value": "50835204.14",
        "weight": "0.06351130",
        "shared": false
      },
      {
        "name": "American Century US Quality Growth ETF",
        "value": "49268884.98",
        "weight": "0.06155441",
        "shared": false
      },
      {
        "name": "Avantis US Equity ETF",
        "value": "47080466.08",
        "weight": "0.05882030",
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      },
      {
        "name": "American Century Multisector Income ETF",
        "value": "36020075.52",
        "weight": "0.04500192",
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      },
      {
        "name": "Avantis Emerging Markets Equity ETF",
        "value": "31532525.64",
        "weight": "0.03939537",
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      },
      {
        "name": "American Century Focused Large Cap Value ETF",
        "value": "29877517.12",
        "weight": "0.03732768",
        "shared": false
      },
      {
        "name": "American Century Focused Dynamic Growth ETF",
        "value": "28489760.46",
        "weight": "0.03559387",
        "shared": false
      },
      {
        "name": "Avantis International Equity ETF",
        "value": "26074038.09",
        "weight": "0.03257577",
        "shared": false
      },
      {
        "name": "American Century Quality Diversified International ETF",
        "value": "26006678.40",
        "weight": "0.03249162",
        "shared": false
      },
      {
        "name": "American Century Diversified Corporate Bond ETF",
        "value": "25942319.76",
        "weight": "0.03241121",
        "shared": false
      },
      {
        "name": "American Century Short Duration Strategic Income ETF",
        "value": "22455895.68",
        "weight": "0.02805542",
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      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
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      },
      {
        "name": "State Street Navigator Securities Lending Government Money Market Portfolio",
        "value": "13320253.30",
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      },
      {
        "name": "AVANTIS INTL S/C",
        "value": "10371170.56",
        "weight": "0.01295729",
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      },
      {
        "name": "U.S. Treasury Inflation-Protected Indexed Notes",
        "value": "7567396.15",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "5982890.64",
        "weight": "0.00747476",
        "shared": false
      },
      {
        "name": "Avantis U.S. Small Cap Value ETF",
        "value": "5253264.52",
        "weight": "0.00656320",
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      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027",
        "value": "5074354.62",
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        "shared": false
      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "Intrepid Funding Co LLC 0.00 02/12/2026",
        "value": "4693732.08",
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      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "Uniform Mortgage-Backed Securities",
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      },
      {
        "name": "FR SD8257",
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      },
      {
        "name": "SPANISH GOV'T",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "3783609.48",
        "weight": "0.00472708",
        "shared": true
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "3705118.93",
        "weight": "0.00462902",
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      },
      {
        "name": "New Zealand Parliament",
        "value": "3148015.23",
        "weight": "0.00393299",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-3/8% 02/15/2044",
        "value": "3094128.47",
        "weight": "0.00386567",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 02/15/2045",
        "value": "2967602.91",
        "weight": "0.00370759",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8%  01/15/32",
        "value": "2957627.35",
        "weight": "0.00369513",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "2862580.07",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2856438.00",
        "weight": "0.00356871",
        "shared": true
      },
      {
        "name": "Endeavour Funding Co LLC 0.00 04/10/2026",
        "value": "2730001.45",
        "weight": "0.00341075",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "2542895.43",
        "weight": "0.00317698",
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      },
      {
        "name": "Government National Mortgage Association, TBA",
        "value": "2498991.33",
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      },
      {
        "name": "Ionic Funding LLC 0.00 05/22/2026",
        "value": "2470444.50",
        "weight": "0.00308647",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 07/15/2031",
        "value": "2450762.83",
        "weight": "0.00306188",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029",
        "value": "2426812.17",
        "weight": "0.00303195",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028",
        "value": "2411460.68",
        "weight": "0.00301277",
        "shared": false
      },
      {
        "name": "GNII II 4% 04/20/2054#MA9602",
        "value": "2405571.77",
        "weight": "0.00300542",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "2381437.49",
        "weight": "0.00297526",
        "shared": false
      },
      {
        "name": "Fannie Mae Pool 4.00",
        "value": "2311401.75",
        "weight": "0.00288777",
        "shared": false
      },
      {
        "name": "FREDDIE MAC POOL FR 06/53 FIXED 5",
        "value": "2277411.80",
        "weight": "0.00284530",
        "shared": false
      },
      {
        "name": "Overwatch Alpha Funding LLC 0.00 02/02/2026",
        "value": "2249312.18",
        "weight": "0.00281019",
        "shared": false
      },
      {
        "name": "MEXICO UNITED MEXICAN STATES 7.75% 11/13/2042",
        "value": "2244829.15",
        "weight": "0.00280459",
        "shared": false
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027",
        "value": "2179835.52",
        "weight": "0.00272339",
        "shared": false
      },
      {
        "name": "PROLOGIS INC REIT",
        "value": "2151498.24",
        "weight": "0.00268799",
        "shared": true
      },
      {
        "name": "Federal National Mortgage Association, Inc.",
        "value": "2130616.80",
        "weight": "0.00266190",
        "shared": false
      },
      {
        "name": "APPLE INC",
        "value": "2103604.36",
        "weight": "0.00262815",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "5945121.60",
        "weight": "0.05405829",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5234672.54",
        "weight": "0.04759826",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "3662461.98",
        "weight": "0.03330234",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
        "weight": "0.02552051",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
        "weight": "0.02133374",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
        "weight": "0.01338929",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1124573.68",
        "weight": "0.01022562",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
        "weight": "0.00916363",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
        "weight": "0.00840089",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
        "weight": "0.00752150",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
        "weight": "0.00696119",
        "shared": false
      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
        "weight": "0.00657679",
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      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
        "weight": "0.00650429",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
        "weight": "0.00649957",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
        "weight": "0.00564464",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
        "weight": "0.00520634",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "558630.00",
        "weight": "0.00507956",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
        "weight": "0.00489459",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "533787.20",
        "weight": "0.00485366",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "473618.76",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
        "weight": "0.00427630",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
        "weight": "0.00423781",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
        "weight": "0.00423236",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
        "weight": "0.00416884",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
        "weight": "0.00396514",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
        "shared": false
      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
        "weight": "0.00380308",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
        "weight": "0.00373165",
        "shared": false
      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
        "weight": "0.00358439",
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      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
        "weight": "0.00345283",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
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      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
        "weight": "0.00339596",
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      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
        "weight": "0.00329931",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
        "weight": "0.00326931",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
        "weight": "0.00324649",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
        "weight": "0.00319957",
        "shared": false
      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
        "weight": "0.00319837",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
        "weight": "0.00313214",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
        "weight": "0.00303994",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
        "shared": true
      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001193125-26-129719",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/924211/000119312526129719/0001193125-26-129719-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}