{
  "page": "compare",
  "query": {
    "a": "GLRIX",
    "b": "STOX"
  },
  "retrieved_at": "2026-07-07T18:24:04+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": "JAMES BALANCED: GOLDEN RAINBOW FUND",
    "ticker": "GLRIX",
    "slug": "GLRIX",
    "series_id": "S000003560",
    "html_url": "https://fundwatcher.app/funds/GLRIX/"
  },
  "fund_b": {
    "name": "Horizon Core Equity ETF",
    "ticker": "STOX",
    "slug": "STOX",
    "series_id": "S000093284",
    "html_url": "https://fundwatcher.app/funds/STOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2876015868805474259593212852",
    "coverage_b_by_a": "0.2876015868805474259593212852",
    "shared_count": 33,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "15572460.90",
        "weight": "0.03861585",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "15158203.20",
        "weight": "0.03758859",
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      },
      {
        "name": "ISHARES GOLD TRUST MUTUAL FUND",
        "value": "12714170.72",
        "weight": "0.03152800",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "APPLE INC",
        "value": "11001796.50",
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      },
      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "9825781.20",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "Federal National Mortgage Association 2.50%, Due 01/01/2057",
        "value": "8278363.93",
        "weight": "0.02052829",
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      },
      {
        "name": "Federal Farm Credit Bank 2.75%, Due 11/06/2026",
        "value": "8176815.16",
        "weight": "0.02027648",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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        "weight": "0.02009253",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "7480078.13",
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      },
      {
        "name": "FIRST AM-TR OB-X",
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      },
      {
        "name": "Russell 2000 ETF",
        "value": "6200000.00",
        "weight": "0.01537446",
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      },
      {
        "name": "Nova Measuring Instruments Ltd",
        "value": "6152010.48",
        "weight": "0.01525546",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "AMAZON.COM INC",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "JABIL INC",
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      },
      {
        "name": "US TREASURY N/B",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "4838085.95",
        "weight": "0.01199726",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "4763044.90",
        "weight": "0.01181117",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "4325575.22",
        "weight": "0.01072636",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "4175755.80",
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      },
      {
        "name": "ENOVA INTL INC",
        "value": "4151372.29",
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      },
      {
        "name": "JOHN DEERE CAP",
        "value": "4072547.96",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "3702898.23",
        "weight": "0.00918227",
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      },
      {
        "name": "META PLATFORMS INC CL A",
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        "weight": "0.00908703",
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      },
      {
        "name": "ISHARES MSCI EAFE ETF MUTUAL FUND",
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      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "3163591.15",
        "weight": "0.00784492",
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      },
      {
        "name": "UNITED RENTALS INC",
        "value": "2957953.60",
        "weight": "0.00733499",
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      },
      {
        "name": "COMMSTCK",
        "value": "2925448.00",
        "weight": "0.00725439",
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      },
      {
        "name": "ABBVIE INC",
        "value": "2827370.00",
        "weight": "0.00701118",
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      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "2706380.67",
        "weight": "0.00671115",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "2597175.00",
        "weight": "0.00644035",
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      },
      {
        "name": "UC Health LLC, Series 2025",
        "value": "2586592.55",
        "weight": "0.00641411",
        "shared": false
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "2559324.60",
        "weight": "0.00634649",
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      },
      {
        "name": "CASEY'S GENERAL",
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        "weight": "0.00623056",
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      },
      {
        "name": "MORGAN STANLEY",
        "value": "2508670.55",
        "weight": "0.00622088",
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      },
      {
        "name": "Federal Home Loan Bank 5.00%, DUE 06/26/2029",
        "value": "2504620.85",
        "weight": "0.00621084",
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      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "2501268.56",
        "weight": "0.00620253",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "ALPHABET INC CL A",
        "value": "8425937.52",
        "weight": "0.07393963",
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      },
      {
        "name": "Roundhill Magnificent Seven ETF",
        "value": "7084084.50",
        "weight": "0.06216455",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "APPLE INC",
        "value": "4851137.34",
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      },
      {
        "name": "BROADCOM INC",
        "value": "4187702.75",
        "weight": "0.03674810",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2497987.65",
        "weight": "0.02192044",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "2261004.45",
        "weight": "0.01984086",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1806477.66",
        "weight": "0.01585228",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1730112.50",
        "weight": "0.01518215",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1641128.58",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "1486461.87",
        "weight": "0.01304406",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "1345680.00",
        "weight": "0.01180867",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1209481.21",
        "weight": "0.01061349",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1176559.56",
        "weight": "0.01032459",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1160200.80",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "1109354.40",
        "weight": "0.00973485",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
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      },
      {
        "name": "TJX COS INC",
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      },
      {
        "name": "COCA-COLA CO/THE",
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      {
        "name": "MERCK & CO",
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      },
      {
        "name": "MCDONALDS CORP",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "833805.39",
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      },
      {
        "name": "ORACLE CORP",
        "value": "817875.00",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "815045.79",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "720689.50",
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      },
      {
        "name": "CISCO SYSTEMS INC",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "704948.28",
        "weight": "0.00618609",
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      },
      {
        "name": "PEPSICO INC",
        "value": "702214.38",
        "weight": "0.00616210",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "698275.87",
        "weight": "0.00612754",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "698161.65",
        "weight": "0.00612654",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "675108.12",
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      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "661636.26",
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      },
      {
        "name": "ROSS STORES INC",
        "value": "657431.08",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "638958.60",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "632148.33",
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      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "626758.10",
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      },
      {
        "name": "AUTOZONE INC",
        "value": "623426.28",
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      },
      {
        "name": "NEWMONT CORP",
        "value": "620360.00",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "611618.62",
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      },
      {
        "name": "RTX CORP",
        "value": "609480.96",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "591763.20",
        "weight": "0.00519286",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "581936.62",
        "weight": "0.00510663",
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      },
      {
        "name": "O'REILLY AUTOMOTIVE INC",
        "value": "577268.12",
        "weight": "0.00506567",
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      },
      {
        "name": "LOWES COS INC",
        "value": "572000.34",
        "weight": "0.00501944",
        "shared": false
      },
      {
        "name": "FORD MOTOR CO",
        "value": "560866.54",
        "weight": "0.00492174",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "555463.80",
        "weight": "0.00487433",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008756",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1045487/000091047226008756/0000910472-26-008756-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-013897",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1643174/000089418926013897/0000894189-26-013897-index.htm"
    }
  ]
}