{
  "page": "compare",
  "query": {
    "a": "HCASX",
    "b": "HCIGX"
  },
  "retrieved_at": "2026-07-07T18:25:17+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": "The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio",
    "ticker": "HCASX",
    "slug": "HCASX",
    "series_id": "S000029854",
    "html_url": "https://fundwatcher.app/funds/HCASX/"
  },
  "fund_b": {
    "name": "The Institutional U.S. Equity Portfolio",
    "ticker": "HCIGX",
    "slug": "HCIGX",
    "series_id": "S000021773",
    "html_url": "https://fundwatcher.app/funds/HCIGX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.08172638206611561144435919714",
    "coverage_b_by_a": "0.08172638206611561144435919714",
    "shared_count": 2,
    "as_of": {
      "a": "2025-12-31",
      "b": "2026-03-31"
    },
    "a_top": [
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        "name": "Vanguard Scottsdale Funds INTERMEDIATE-TERM TREASURY",
        "value": "32416616.44",
        "weight": "0.11676801",
        "shared": false
      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "22564754.30",
        "weight": "0.08128058",
        "shared": true
      },
      {
        "name": "ISHARES US TREASURY BOND ETF",
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      },
      {
        "name": "FNCL 2 1/26",
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      },
      {
        "name": "FNCL 6 1/26",
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      {
        "name": "FNCL 2.5 1/26",
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      },
      {
        "name": "FNCL 5.5 1/26",
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      },
      {
        "name": "FNCL 3 1/26",
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      },
      {
        "name": "G2 MA7704",
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      },
      {
        "name": "FNCL 4 1/26",
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      {
        "name": "G2SF 5 1/26",
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      },
      {
        "name": "FNCL 4.5 1/26",
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      },
      {
        "name": "G2SF 3 1/26",
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      {
        "name": "G2 MB0025",
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      {
        "name": "G2 MB0742",
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      {
        "name": "G2SF 6 1/25",
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      },
      {
        "name": "Government National Mortgage Association, TBA",
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      },
      {
        "name": "G2 MB0090",
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      {
        "name": "G2 MA8428",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
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      },
      {
        "name": "FNCL 5 1/26",
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        "name": "G2 MA7589",
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      {
        "name": "G2SF 4 1/26",
        "value": "543105.47",
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      },
      {
        "name": "Freddie Mac Pool",
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      },
      {
        "name": "FNCL 6.5 1/26",
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      },
      {
        "name": "FNCI 2 1/26",
        "value": "509287.11",
        "weight": "0.00183450",
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      },
      {
        "name": "Federal National Mortgage Association, Inc.",
        "value": "506323.42",
        "weight": "0.00182383",
        "shared": false
      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION",
        "value": "490040.83",
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      },
      {
        "name": "FNMA POOL CB7651 FN 12/53 FIXED 6.5",
        "value": "486517.66",
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      },
      {
        "name": "FNCL 3.5 1/26",
        "value": "485501.95",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
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      },
      {
        "name": "G2SF 3.5 1/26",
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        "name": "G2 MA8877",
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      {
        "name": "G2 MB0092",
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      {
        "name": "FR SD8214",
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      },
      {
        "name": "FR SD6764",
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      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "434007.16",
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      {
        "name": "G2 MB0145",
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      {
        "name": "UMBS",
        "value": "423732.87",
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        "name": "G2 MB0146",
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      {
        "name": "FN CB9309",
        "value": "421997.76",
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        "name": "FN MA5585",
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        "weight": "0.00151540",
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      {
        "name": "Freddie Mac Pool",
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        "weight": "0.00151389",
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      },
      {
        "name": "UMBS",
        "value": "420228.57",
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      {
        "name": "FR SD8505",
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      {
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      },
      {
        "name": "Federal National Mortgage Association, Inc.",
        "value": "411842.14",
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      },
      {
        "name": "FN MA5107",
        "value": "409828.87",
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      },
      {
        "name": "Federal National Mortgage Association, Inc.",
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    "b_top": [
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        "name": "SS INST TREAS PLUS MM FUN",
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      },
      {
        "name": "Vanguard International Equity Index Funds FTSE EUROPE ETF",
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      {
        "name": "Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF",
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      {
        "name": "MICROSOFT CORP",
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      {
        "name": "NVIDIA CORP",
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      {
        "name": "APPLE INC",
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      },
      {
        "name": "ST STR SPDR S P HOMEBUILD",
        "value": "49360000.00",
        "weight": "0.01765454",
        "shared": false
      },
      {
        "name": "STATE STREET INSTITUTIONAL TREASURY PLUS MMKT",
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      {
        "name": "AMAZON.COM INC",
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      {
        "name": "Vanguard S&P 500 ETF",
        "value": "42094409.75",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "36832410.16",
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      {
        "name": "OPTION",
        "value": "32223576.00",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "ISHARES CORE S P TOTAL US STOCK MARKET ETF",
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      {
        "name": "VANGUARD US TOTAL STOCK MARKET SHARES INDEX ETF",
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      {
        "name": "META PLATFORMS INC CL A",
        "value": "28840501.17",
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      {
        "name": "TESLA INC",
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      {
        "name": "ALPHABET INC CL C",
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      {
        "name": "iShares Core S&P 500 ETF",
        "value": "23522092.10",
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      {
        "name": "WELLTOWER INC",
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      {
        "name": "LILLY ELI and CO",
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      {
        "name": "PROLOGIS INC REIT",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "LVMH MOET HENNESSY-UNSP ADR Sponsored ADR",
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      {
        "name": "EQUINIX INC",
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      {
        "name": "MASTERCARD INC CL A",
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        "name": "BERKSHIRE HATH-B",
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        "name": "EXXON MOBIL CORP",
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        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "PHILIP MORRIS INTL INC",
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        "name": "JOHNSON&JOHNSON",
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        "name": "ORACLE CORP",
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        "name": "LAM RESEARCH CORP",
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      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
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        "name": "SCHWAB CHARLES CORP",
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        "name": "UNION PACIFIC CORP",
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      {
        "name": "S&P GLOBAL INC",
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        "name": "SIMON PROPERTY",
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        "name": "APPLOVIN CORP",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
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      {
        "name": "COSTCO WHOLESALE CORP",
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      {
        "name": "MOODYS CORP",
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      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "WESTERN DIGITAL CORP",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001004726-26-001165",
      "as_of": "2025-12-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626001165/0001004726-26-001165-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004106",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004106/0001004726-26-004106-index.htm"
    }
  ]
}