{
  "page": "compare",
  "query": {
    "a": "BLUX",
    "b": "BVAL"
  },
  "retrieved_at": "2026-07-07T16:41:40+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": "Bluemonte Dynamic Total Market ETF",
    "ticker": "BLUX",
    "slug": "BLUX",
    "series_id": "S000092504",
    "html_url": "https://fundwatcher.app/funds/BLUX/"
  },
  "fund_b": {
    "name": "Bluemonte Large Cap Value ETF",
    "ticker": "BVAL",
    "slug": "BVAL",
    "series_id": "S000092508",
    "html_url": "https://fundwatcher.app/funds/BVAL/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1548814049446068444689061088",
    "coverage_b_by_a": "0.1548814049446068444689061087",
    "shared_count": 4,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "SPDR Portfolio S&P 500 ETF",
        "value": "206690228.80",
        "weight": "0.48913010",
        "shared": true
      },
      {
        "name": "Vanguard Scottsdale Funds VNG RUS2000IDX",
        "value": "127770526.80",
        "weight": "0.30236752",
        "shared": false
      },
      {
        "name": "ISHARES MORNINGSTAR SMALL-CA MUTUAL FUND",
        "value": "65189890.26",
        "weight": "0.15427114",
        "shared": false
      },
      {
        "name": "SCHWAB US SMALL-CAP ETF MUTUAL FUND",
        "value": "21571243.36",
        "weight": "0.05104811",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "50773.50",
        "weight": "0.00012015",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "45835.09",
        "weight": "0.00010847",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "32447.22",
        "weight": "0.00007679",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "30895.92",
        "weight": "0.00007311",
        "shared": false
      },
      {
        "name": "SPDR S&P 500 ETF Trust",
        "value": "29062.74",
        "weight": "0.00006878",
        "shared": false
      },
      {
        "name": "ACCENTURE PLC-A",
        "value": "27945.84",
        "weight": "0.00006613",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "27943.50",
        "weight": "0.00006613",
        "shared": false
      },
      {
        "name": "PUT Invesco QQQ Trust 06/18/2026 P349.78",
        "value": "25496.67",
        "weight": "0.00006034",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATHAWAY INC-CL B COMMON STOCK",
        "value": "24507.03",
        "weight": "0.00005800",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "19104.09",
        "weight": "0.00004521",
        "shared": false
      },
      {
        "name": "iShares Russell 1000 Growth ETF",
        "value": "19103.95",
        "weight": "0.00004521",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "16516.74",
        "weight": "0.00003909",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "15769.67",
        "weight": "0.00003732",
        "shared": false
      },
      {
        "name": "VANGUARD MID-C E",
        "value": "14212.32",
        "weight": "0.00003363",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "14059.57",
        "weight": "0.00003327",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "13858.00",
        "weight": "0.00003279",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "13635.80",
        "weight": "0.00003227",
        "shared": false
      },
      {
        "name": "Russell 2000 ETF",
        "value": "13242.15",
        "weight": "0.00003134",
        "shared": false
      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "13112.16",
        "weight": "0.00003103",
        "shared": false
      },
      {
        "name": "ISHARES S&P 100 ETF MUTUAL FUND",
        "value": "12711.72",
        "weight": "0.00003008",
        "shared": false
      },
      {
        "name": "APPLE INC COMMON STOCK",
        "value": "12455.04",
        "weight": "0.00002947",
        "shared": false
      },
      {
        "name": "PUT Amazon.com, Inc. 01/02/2026 P205",
        "value": "12443.60",
        "weight": "0.00002945",
        "shared": false
      },
      {
        "name": "BOEING CO/THE COMMON STOCK",
        "value": "12387.16",
        "weight": "0.00002931",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "11850.06",
        "weight": "0.00002804",
        "shared": false
      },
      {
        "name": "iShares Core S&P 500 ETF",
        "value": "11815.51",
        "weight": "0.00002796",
        "shared": false
      },
      {
        "name": "WILLIAMS-SONOMA INC",
        "value": "10846.45",
        "weight": "0.00002567",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "10826.79",
        "weight": "0.00002562",
        "shared": false
      },
      {
        "name": "INVES NASDAQ 100",
        "value": "10754.10",
        "weight": "0.00002545",
        "shared": false
      },
      {
        "name": "VANGUARD LARGE-CAP ETF MUTUAL FUND",
        "value": "9870.71",
        "weight": "0.00002336",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC COMMON STOCK",
        "value": "9669.60",
        "weight": "0.00002288",
        "shared": false
      },
      {
        "name": "VANGUARD SM-C ET",
        "value": "9176.26",
        "weight": "0.00002172",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "8910.54",
        "weight": "0.00002109",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "8820.00",
        "weight": "0.00002087",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "8605.80",
        "weight": "0.00002037",
        "shared": false
      },
      {
        "name": "ISHARES USTECHNOLOGY ETF MUTUAL FUND",
        "value": "8529.91",
        "weight": "0.00002019",
        "shared": false
      },
      {
        "name": "State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF",
        "value": "8302.14",
        "weight": "0.00001965",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "8201.20",
        "weight": "0.00001941",
        "shared": false
      },
      {
        "name": "CHUBB LTD",
        "value": "8048.56",
        "weight": "0.00001905",
        "shared": false
      },
      {
        "name": "RTX CORPORATION COMMON STOCK",
        "value": "8037.20",
        "weight": "0.00001902",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "7953.75",
        "weight": "0.00001882",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "7951.20",
        "weight": "0.00001882",
        "shared": false
      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "7933.44",
        "weight": "0.00001877",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "7892.04",
        "weight": "0.00001868",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "7860.40",
        "weight": "0.00001860",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "7735.26",
        "weight": "0.00001831",
        "shared": false
      },
      {
        "name": "HARTFORD INSURANCE GROUP INC/THE",
        "value": "7293.24",
        "weight": "0.00001726",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND",
        "value": "73941690.27",
        "weight": "0.34572049",
        "shared": true
      },
      {
        "name": "SCHWAB US LG VAL",
        "value": "63827391.48",
        "weight": "0.29843025",
        "shared": true
      },
      {
        "name": "VANGUARD RUSSELL 1000 VALUE MUTUAL FUND",
        "value": "42988786.56",
        "weight": "0.20099763",
        "shared": true
      },
      {
        "name": "SPDR Portfolio S&P 500 ETF",
        "value": "33119218.00",
        "weight": "0.15485164",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002048251-26-002576",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1452937/000204825126002576/0002048251-26-002576-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002048251-26-002580",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1452937/000204825126002580/0002048251-26-002580-index.htm"
    }
  ]
}