{
  "page": "compare",
  "query": {
    "a": "JAVAX",
    "b": "SCLZ"
  },
  "retrieved_at": "2026-07-07T18:50:56+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 AGGRESSIVE ALLOCATION FUND",
    "ticker": "JAVAX",
    "slug": "JAVAX",
    "series_id": "S000049901",
    "html_url": "https://fundwatcher.app/funds/JAVAX/"
  },
  "fund_b": {
    "name": "Swan Enhanced Dividend Income ETF",
    "ticker": "SCLZ",
    "slug": "SCLZ",
    "series_id": "S000083429",
    "html_url": "https://fundwatcher.app/funds/SCLZ/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3648371572450881661479355640",
    "coverage_b_by_a": "0.3648371572450881661479355641",
    "shared_count": 24,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "NVIDIA CORP",
        "value": "1246960.00",
        "weight": "0.04397211",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "1078350.00",
        "weight": "0.03802634",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "928530.00",
        "weight": "0.03274317",
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      },
      {
        "name": "ENOVA INTL INC",
        "value": "882895.00",
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      {
        "name": "APPLE INC",
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        "weight": "0.02863844",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "774080.85",
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      },
      {
        "name": "ASML Holding NV - NY Reg Shares",
        "value": "759477.25",
        "weight": "0.02678179",
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      },
      {
        "name": "WALMART INC",
        "value": "633828.00",
        "weight": "0.02235096",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "629343.00",
        "weight": "0.02219281",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "588320.00",
        "weight": "0.02074619",
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      },
      {
        "name": "FIRST AM-TR OB-X",
        "value": "585399.24",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "566768.00",
        "weight": "0.01998620",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "557617.50",
        "weight": "0.01966352",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "482879.25",
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      {
        "name": "ARTHUR J GALLAGH",
        "value": "479598.78",
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      },
      {
        "name": "JABIL INC",
        "value": "478134.00",
        "weight": "0.01686066",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "466494.14",
        "weight": "0.01645019",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "457348.36",
        "weight": "0.01612768",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "456812.25",
        "weight": "0.01610878",
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      {
        "name": "EATON CORP PLC",
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      {
        "name": "T-MOBILE US INC",
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      },
      {
        "name": "PETROLEO BRASILEIRO SPONS ADR",
        "value": "415000.00",
        "weight": "0.01463433",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "413800.00",
        "weight": "0.01459202",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "409408.02",
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      },
      {
        "name": "WELLTOWER INC",
        "value": "395420.00",
        "weight": "0.01394387",
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      },
      {
        "name": "AstraZeneca PLC ORD USD0.25",
        "value": "394440.00",
        "weight": "0.01390932",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "384117.50",
        "weight": "0.01354531",
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      },
      {
        "name": "VALERO ENERGY CORP",
        "value": "370620.00",
        "weight": "0.01306934",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "366660.00",
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      },
      {
        "name": "CHENIERE ENERGY INC",
        "value": "353281.20",
        "weight": "0.01245791",
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      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "351086.40",
        "weight": "0.01238052",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "344765.40",
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      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "331268.00",
        "weight": "0.01168165",
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      },
      {
        "name": "Range Nuclear Renaissance Index ETF",
        "value": "328850.00",
        "weight": "0.01159639",
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      },
      {
        "name": "STEEL DYNAMICS INC",
        "value": "324000.00",
        "weight": "0.01142536",
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      },
      {
        "name": "GLOBAL X DEFENSE TECH ETF",
        "value": "318780.00",
        "weight": "0.01124128",
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      },
      {
        "name": "MATADOR RESOURCES COMPANY",
        "value": "315900.00",
        "weight": "0.01113972",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "310790.00",
        "weight": "0.01095953",
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      {
        "name": "COMMSTCK",
        "value": "309848.00",
        "weight": "0.01092631",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "309309.30",
        "weight": "0.01090731",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "298929.00",
        "weight": "0.01054127",
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      },
      {
        "name": "LINDE PLC",
        "value": "297456.00",
        "weight": "0.01048933",
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      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "277870.00",
        "weight": "0.00979866",
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      },
      {
        "name": "ABBVIE INC",
        "value": "271862.50",
        "weight": "0.00958681",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "270315.00",
        "weight": "0.00953224",
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      },
      {
        "name": "US TREASURY N/B",
        "value": "268734.38",
        "weight": "0.00947650",
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      },
      {
        "name": "BANCORP INC/THE",
        "value": "263277.00",
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      },
      {
        "name": "MCKESSON CORP",
        "value": "259608.00",
        "weight": "0.00915467",
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      },
      {
        "name": "Select STOXX Europe Aerospace & Defense ETF",
        "value": "255887.94",
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      },
      {
        "name": "US TREASURY N/B",
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    ],
    "b_top": [
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        "name": "APPLE INC",
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      },
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "BROADCOM INC",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "770948.36",
        "weight": "0.04550089",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "723312.18",
        "weight": "0.04268943",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "626482.35",
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        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "617104.01",
        "weight": "0.03642109",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "612566.82",
        "weight": "0.03615331",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "607146.24",
        "weight": "0.03583339",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "573123.20",
        "weight": "0.03382537",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "525679.04",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "479835.72",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "442303.62",
        "weight": "0.02610448",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "419451.54",
        "weight": "0.02475576",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "399264.39",
        "weight": "0.02356433",
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      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "391728.37",
        "weight": "0.02311956",
        "shared": false
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "385960.48",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "368818.59",
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      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "326777.64",
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      },
      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "TESLA INC",
        "value": "299258.75",
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      {
        "name": "HOME DEPOT INC",
        "value": "266072.01",
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      },
      {
        "name": "RTX CORP",
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      {
        "name": "NETFLIX INC",
        "value": "247009.35",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "WELLS FARGO & CO",
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      },
      {
        "name": "UBER TECHNOLOGIES INC",
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      },
      {
        "name": "DEERE & CO",
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      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "192219.92",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "184339.55",
        "weight": "0.01087960",
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      },
      {
        "name": "LINDE PLC",
        "value": "180952.40",
        "weight": "0.01067970",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "179796.10",
        "weight": "0.01061145",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "168483.50",
        "weight": "0.00994379",
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      },
      {
        "name": "MCDONALDS CORP",
        "value": "167826.60",
        "weight": "0.00990502",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "163686.60",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "157879.80",
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      },
      {
        "name": "WELLTOWER INC",
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        "weight": "0.00829646",
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      },
      {
        "name": "LOWES COS INC",
        "value": "133025.64",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "119795.90",
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      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "117843.50",
        "weight": "0.00695505",
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      },
      {
        "name": "AMERICAN ELECTRIC POWER CO INC",
        "value": "108534.24",
        "weight": "0.00640562",
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      },
      {
        "name": "EQUINIX INC",
        "value": "106846.16",
        "weight": "0.00630599",
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      },
      {
        "name": "MERCK & CO",
        "value": "78910.24",
        "weight": "0.00465723",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "71665.14",
        "weight": "0.00422963",
        "shared": false
      },
      {
        "name": "NEWMONT CORP",
        "value": "71120.25",
        "weight": "0.00419747",
        "shared": false
      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "70462.11",
        "weight": "0.00415863",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "70370.00",
        "weight": "0.00415319",
        "shared": false
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "54148.32",
        "weight": "0.00319580",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008755",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1045487/000091047226008755/0000910472-26-008755-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-007815",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537140/000091047226007815/0000910472-26-007815-index.htm"
    }
  ]
}