{
  "page": "compare",
  "query": {
    "a": "PWTYX",
    "b": "VSTIX"
  },
  "retrieved_at": "2026-07-07T18:22:52+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": "UBS U.S. Allocation Fund",
    "ticker": "PWTYX",
    "slug": "PWTYX",
    "series_id": "S000002487",
    "html_url": "https://fundwatcher.app/funds/PWTYX/"
  },
  "fund_b": {
    "name": "Stock Index Fund",
    "ticker": "VSTIX",
    "slug": "VSTIX",
    "series_id": "S000008009",
    "html_url": "https://fundwatcher.app/funds/VSTIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3847085895753336088064393509",
    "coverage_b_by_a": "0.3847085895753336088064393509",
    "shared_count": 463,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "SPDR Bloomberg Emerging Markets Local Bond ETF",
        "value": "10283337.44",
        "weight": "0.03998339",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "10170706.00",
        "weight": "0.03954546",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "8120893.20",
        "weight": "0.03157543",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "6670105.20",
        "weight": "0.02593452",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5987714.04",
        "weight": "0.02328126",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "5906250.00",
        "weight": "0.02296452",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "4987788.20",
        "weight": "0.01939338",
        "shared": false
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "4890581.16",
        "weight": "0.01901542",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3938588.75",
        "weight": "0.01531391",
        "shared": false
      },
      {
        "name": "FNCL 5.5 3/25",
        "value": "3936767.50",
        "weight": "0.01530683",
        "shared": false
      },
      {
        "name": "ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND",
        "value": "3708366.00",
        "weight": "0.01441877",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3227936.40",
        "weight": "0.01255077",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3136383.25",
        "weight": "0.01219480",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3116115.45",
        "weight": "0.01211599",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3114858.60",
        "weight": "0.01211111",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "3063777.84",
        "weight": "0.01191250",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "3026700.00",
        "weight": "0.01176833",
        "shared": false
      },
      {
        "name": "FNCL 6 3/24",
        "value": "3025992.00",
        "weight": "0.01176558",
        "shared": false
      },
      {
        "name": "ISHARES RUSSELL MID-CAP ETF MUTUAL FUND",
        "value": "2968995.72",
        "weight": "0.01154397",
        "shared": false
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "2872949.99",
        "weight": "0.01117052",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "2311569.00",
        "weight": "0.00898778",
        "shared": false
      },
      {
        "name": "FNCL 5 3/24",
        "value": "2310304.00",
        "weight": "0.00898286",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2090997.95",
        "weight": "0.00813016",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "1920933.74",
        "weight": "0.00746892",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "1854397.20",
        "weight": "0.00721022",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1682484.13",
        "weight": "0.00654179",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "1665840.33",
        "weight": "0.00647707",
        "shared": true
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "1663722.56",
        "weight": "0.00646884",
        "shared": true
      },
      {
        "name": "WORLDCLIMATE PARI MAR26",
        "value": "1588323.70",
        "weight": "0.00617568",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "1501632.78",
        "weight": "0.00583861",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1488248.75",
        "weight": "0.00578657",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "1464331.38",
        "weight": "0.00569357",
        "shared": true
      },
      {
        "name": "GNMA II TBA 30 YR 3 JUMBOS",
        "value": "1398469.23",
        "weight": "0.00543749",
        "shared": false
      },
      {
        "name": "INGERSOLL RAND INC",
        "value": "1352321.10",
        "weight": "0.00525806",
        "shared": true
      },
      {
        "name": "FNCL UMBS 2.5 CB3049 03-01-52",
        "value": "1346018.50",
        "weight": "0.00523355",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1325189.99",
        "weight": "0.00515257",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "1301453.52",
        "weight": "0.00506028",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1297316.02",
        "weight": "0.00504419",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "1194567.00",
        "weight": "0.00464468",
        "shared": false
      },
      {
        "name": "REGAL REXNORD CORP",
        "value": "1162796.76",
        "weight": "0.00452115",
        "shared": false
      },
      {
        "name": "FR SD8146",
        "value": "1161847.54",
        "weight": "0.00451746",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "1153013.10",
        "weight": "0.00448311",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1099970.76",
        "weight": "0.00427688",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "1064217.44",
        "weight": "0.00413786",
        "shared": true
      },
      {
        "name": "TSE TOPIX (Tokyo Price Index) Future",
        "value": "1052204.83",
        "weight": "0.00409115",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "1051119.85",
        "weight": "0.00408694",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "1028850.40",
        "weight": "0.00400035",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "1017353.63",
        "weight": "0.00395565",
        "shared": true
      },
      {
        "name": "EXPAND ENERGY CORP",
        "value": "1017253.92",
        "weight": "0.00395526",
        "shared": true
      },
      {
        "name": "FN MA3990",
        "value": "1015588.30",
        "weight": "0.00394878",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "484475378.66",
        "weight": "0.07293825",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "439231479.96",
        "weight": "0.06612673",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "328442570.90",
        "weight": "0.04944735",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "229865370.00",
        "weight": "0.03460646",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "204089319.36",
        "weight": "0.03072585",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "169794809.80",
        "weight": "0.02556278",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "162945158.88",
        "weight": "0.02453155",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "158839101.72",
        "weight": "0.02391338",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "127262391.72",
        "weight": "0.01915948",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "104186333.50",
        "weight": "0.01568536",
        "shared": true
      },
      {
        "name": "LILLY ELI and CO",
        "value": "93999514.46",
        "weight": "0.01415172",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "91983691.80",
        "weight": "0.01384824",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "72363080.00",
        "weight": "0.01089433",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "67347385.56",
        "weight": "0.01013922",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "63131041.80",
        "weight": "0.00950444",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "60791704.74",
        "weight": "0.00915225",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "52081918.63",
        "weight": "0.00784098",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "50404054.14",
        "weight": "0.00758838",
        "shared": true
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "47739000.21",
        "weight": "0.00718715",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "46062078.00",
        "weight": "0.00693469",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "45963742.80",
        "weight": "0.00691989",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "44005200.80",
        "weight": "0.00662503",
        "shared": true
      },
      {
        "name": "HOME DEPOT INC",
        "value": "42590765.68",
        "weight": "0.00641208",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "40563286.16",
        "weight": "0.00610684",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "39773530.16",
        "weight": "0.00598794",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "39164968.92",
        "weight": "0.00589632",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "37680299.91",
        "weight": "0.00567281",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "36764762.51",
        "weight": "0.00553497",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "35602326.52",
        "weight": "0.00535997",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "35303601.24",
        "weight": "0.00531499",
        "shared": true
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "35199112.68",
        "weight": "0.00529926",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "34581068.70",
        "weight": "0.00520621",
        "shared": true
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "33313404.00",
        "weight": "0.00501537",
        "shared": true
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "32965158.27",
        "weight": "0.00496294",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "32725516.46",
        "weight": "0.00492686",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "30538481.16",
        "weight": "0.00459760",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "29836116.72",
        "weight": "0.00449186",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "29008768.36",
        "weight": "0.00436730",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "28783696.95",
        "weight": "0.00433341",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "27759992.00",
        "weight": "0.00417929",
        "shared": true
      },
      {
        "name": "ORACLE CORP",
        "value": "27555771.80",
        "weight": "0.00414855",
        "shared": true
      },
      {
        "name": "MCDONALDS CORP",
        "value": "27376886.20",
        "weight": "0.00412162",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "26722467.60",
        "weight": "0.00402309",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "26640432.00",
        "weight": "0.00401074",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "26114838.48",
        "weight": "0.00393161",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "25295073.84",
        "weight": "0.00380820",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "23874812.82",
        "weight": "0.00359438",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "23427008.64",
        "weight": "0.00352696",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "23011658.91",
        "weight": "0.00346443",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "22802738.40",
        "weight": "0.00343297",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040088",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/873803/000141036826040088/0001410368-26-040088-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-041585",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/719423/000141036826041585/0001410368-26-041585-index.htm"
    }
  ]
}