{
  "page": "compare",
  "query": {
    "a": "DAK",
    "b": "SWP1Z"
  },
  "retrieved_at": "2026-07-07T18:04:00+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": "Dakota Active Equity ETF",
    "ticker": "DAK",
    "slug": "DAK",
    "series_id": "S000093035",
    "html_url": "https://fundwatcher.app/funds/DAK/"
  },
  "fund_b": {
    "name": "Schwab S&P 500 Index Portfolio",
    "ticker": "SWP1Z",
    "slug": "SWP1Z",
    "series_id": "S000006547",
    "html_url": "https://fundwatcher.app/funds/SWP1Z/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4214207050983542067459971413",
    "coverage_b_by_a": "0.4214207050983542067459971412",
    "shared_count": 132,
    "as_of": {
      "a": "2026-02-27",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "APPLE INC",
        "value": "2164690.92",
        "weight": "0.05453668",
        "shared": true
      },
      {
        "name": "iShares Core S&P 500 ETF",
        "value": "1466311.26",
        "weight": "0.03694188",
        "shared": true
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "1355473.92",
        "weight": "0.03414947",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1353786.21",
        "weight": "0.03410695",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1120719.60",
        "weight": "0.02823513",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "1113025.16",
        "weight": "0.02804128",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "1075908.96",
        "weight": "0.02710618",
        "shared": true
      },
      {
        "name": "CBOE GLOBAL MARKETS INC",
        "value": "1015151.64",
        "weight": "0.02557547",
        "shared": true
      },
      {
        "name": "OPTION",
        "value": "930975.57",
        "weight": "0.02345476",
        "shared": false
      },
      {
        "name": "Medtronic PLC",
        "value": "874935.94",
        "weight": "0.02204292",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "856182.08",
        "weight": "0.02157044",
        "shared": true
      },
      {
        "name": "iShares Russell 1000 Growth ETF",
        "value": "855361.00",
        "weight": "0.02154975",
        "shared": false
      },
      {
        "name": "AMAZON.COM INC",
        "value": "847560.00",
        "weight": "0.02135321",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "819765.30",
        "weight": "0.02065296",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "784051.00",
        "weight": "0.01975318",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "747495.84",
        "weight": "0.01883222",
        "shared": true
      },
      {
        "name": "ISHARES USTECHNOLOGY ETF MUTUAL FUND",
        "value": "725143.50",
        "weight": "0.01826908",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "672175.35",
        "weight": "0.01693462",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "636687.50",
        "weight": "0.01604054",
        "shared": true
      },
      {
        "name": "QUALCOMM INC",
        "value": "615422.28",
        "weight": "0.01550479",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "613164.50",
        "weight": "0.01544791",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "608906.28",
        "weight": "0.01534063",
        "shared": true
      },
      {
        "name": "KEYSIGHT TECHNOLOGIES INC",
        "value": "598064.18",
        "weight": "0.01506748",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "534368.50",
        "weight": "0.01346275",
        "shared": true
      },
      {
        "name": "T-MOBILE US INC",
        "value": "524706.53",
        "weight": "0.01321932",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "523817.64",
        "weight": "0.01319693",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "488512.40",
        "weight": "0.01230746",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "475434.00",
        "weight": "0.01197796",
        "shared": true
      },
      {
        "name": "SPDR S&P 500 ETF Trust",
        "value": "469903.15",
        "weight": "0.01183862",
        "shared": false
      },
      {
        "name": "DOVER CORP",
        "value": "453706.00",
        "weight": "0.01143055",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "447095.75",
        "weight": "0.01126402",
        "shared": true
      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "400081.10",
        "weight": "0.01007954",
        "shared": true
      },
      {
        "name": "EXPEDIA INC",
        "value": "391261.66",
        "weight": "0.00985735",
        "shared": true
      },
      {
        "name": "ROLLINS INC",
        "value": "374351.72",
        "weight": "0.00943132",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "359937.60",
        "weight": "0.00906818",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "354120.00",
        "weight": "0.00892161",
        "shared": true
      },
      {
        "name": "SEMPRA ENERGY",
        "value": "349941.45",
        "weight": "0.00881634",
        "shared": true
      },
      {
        "name": "STATE STREET SPDR PORTFOLIO S&P 500 GROWT MUTUAL FUND",
        "value": "348927.33",
        "weight": "0.00879079",
        "shared": false
      },
      {
        "name": "VANGUARD GRW ETF",
        "value": "335974.23",
        "weight": "0.00846445",
        "shared": false
      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "299191.14",
        "weight": "0.00753775",
        "shared": true
      },
      {
        "name": "State Street Communication Services Select Sector SPDR ETF",
        "value": "296187.45",
        "weight": "0.00746207",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "290092.00",
        "weight": "0.00730850",
        "shared": true
      },
      {
        "name": "PALO ALTO NETWORKS INC",
        "value": "275502.00",
        "weight": "0.00694093",
        "shared": true
      },
      {
        "name": "WR BERKLEY CORP",
        "value": "248655.60",
        "weight": "0.00626457",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "242291.52",
        "weight": "0.00610423",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "238348.08",
        "weight": "0.00600488",
        "shared": true
      },
      {
        "name": "ISHARES S&P 500 VALUE ETF MUTUAL FUND",
        "value": "236081.67",
        "weight": "0.00594778",
        "shared": false
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "233702.55",
        "weight": "0.00588784",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "228488.67",
        "weight": "0.00575649",
        "shared": true
      },
      {
        "name": "SERVICENOW INC",
        "value": "225740.90",
        "weight": "0.00568726",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "244538448.00",
        "weight": "0.07562450",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "214983478.68",
        "weight": "0.06648451",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "158578606.98",
        "weight": "0.04904108",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "117456990.55",
        "weight": "0.03632405",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "96584790.12",
        "weight": "0.02986924",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "84709791.90",
        "weight": "0.02619685",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "77386222.20",
        "weight": "0.02393200",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "72247432.14",
        "weight": "0.02234281",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "60361419.25",
        "weight": "0.01866701",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "50739133.60",
        "weight": "0.01569128",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "45796887.92",
        "weight": "0.01416287",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "42080397.27",
        "weight": "0.01301353",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "40921822.34",
        "weight": "0.01265524",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "34003803.96",
        "weight": "0.01051581",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "31453652.36",
        "weight": "0.00972717",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "29327858.40",
        "weight": "0.00906976",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "25541490.19",
        "weight": "0.00789881",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "23487017.96",
        "weight": "0.00726346",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "23437620.15",
        "weight": "0.00724818",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "22402097.50",
        "weight": "0.00692794",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "22192244.62",
        "weight": "0.00686304",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "21963991.92",
        "weight": "0.00679245",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "19367670.72",
        "weight": "0.00598953",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "19287895.68",
        "weight": "0.00596486",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "19155782.52",
        "weight": "0.00592400",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "19040570.96",
        "weight": "0.00588837",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "18893414.94",
        "weight": "0.00584286",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "18677246.25",
        "weight": "0.00577601",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "17706348.36",
        "weight": "0.00547576",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "17243932.37",
        "weight": "0.00533276",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "17193340.53",
        "weight": "0.00531711",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "16999912.80",
        "weight": "0.00525729",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "15659450.64",
        "weight": "0.00484275",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "15401253.78",
        "weight": "0.00476290",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "14919657.60",
        "weight": "0.00461396",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "14856625.70",
        "weight": "0.00459447",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "14620399.18",
        "weight": "0.00452142",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "14401186.34",
        "weight": "0.00445363",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "14186422.39",
        "weight": "0.00438721",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "14148880.51",
        "weight": "0.00437560",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "13557009.90",
        "weight": "0.00419256",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "13364202.32",
        "weight": "0.00413293",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "13077910.06",
        "weight": "0.00404440",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "12769428.73",
        "weight": "0.00394900",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "12228776.92",
        "weight": "0.00378180",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12197997.60",
        "weight": "0.00377228",
        "shared": false
      },
      {
        "name": "INTEL CORP",
        "value": "11960289.12",
        "weight": "0.00369877",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "11694015.19",
        "weight": "0.00361642",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "11419593.13",
        "weight": "0.00353156",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "11408486.11",
        "weight": "0.00352812",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001592900-26-001861",
      "as_of": "2026-02-27",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1592900/000159290026001861/0001592900-26-001861-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050043",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm"
    }
  ]
}