{
  "page": "compare",
  "query": {
    "a": "S000000993",
    "b": "VRVIX"
  },
  "retrieved_at": "2026-07-07T15:55:30+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. LARGE CAP VALUE SERIES",
    "ticker": "",
    "slug": "S000000993",
    "series_id": "S000000993",
    "html_url": "https://fundwatcher.app/funds/S000000993/"
  },
  "fund_b": {
    "name": "VANGUARD RUSSELL 1000 VALUE INDEX FUND",
    "ticker": "VRVIX",
    "slug": "VRVIX",
    "series_id": "S000030001",
    "html_url": "https://fundwatcher.app/funds/VRVIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4855891935275998724212814296",
    "coverage_b_by_a": "0.4855891935275998724212814296",
    "shared_count": 291,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1261767190.45",
        "weight": "0.04277684",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "882021107.25",
        "weight": "0.02990257",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "795828045.60",
        "weight": "0.02698042",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "792992089.76",
        "weight": "0.02688428",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "732168933.40",
        "weight": "0.02482223",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "616103810.08",
        "weight": "0.02088735",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "522206366.90",
        "weight": "0.01770401",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "517632390.23",
        "weight": "0.01754894",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "424573190.30",
        "weight": "0.01439402",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "396341457.55",
        "weight": "0.01343690",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "383406786.21",
        "weight": "0.01299838",
        "shared": true
      },
      {
        "name": "AT&T INC",
        "value": "324974356.49",
        "weight": "0.01101739",
        "shared": true
      },
      {
        "name": "The DFA Short Term Investment Fund",
        "value": "323796765.15",
        "weight": "0.01097746",
        "shared": false
      },
      {
        "name": "DFA Short Term Investment Fund",
        "value": "314885633.38",
        "weight": "0.01067536",
        "shared": false
      },
      {
        "name": "GENERAL MOTORS CO",
        "value": "313811316.00",
        "weight": "0.01063893",
        "shared": true
      },
      {
        "name": "LINDE PLC",
        "value": "312900154.16",
        "weight": "0.01060804",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "279081349.19",
        "weight": "0.00946151",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "275254954.72",
        "weight": "0.00933178",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "270175232.58",
        "weight": "0.00915957",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "269807316.24",
        "weight": "0.00914710",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "268604968.47",
        "weight": "0.00910633",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "253265760.00",
        "weight": "0.00858630",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "247196235.60",
        "weight": "0.00838053",
        "shared": true
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "246099034.08",
        "weight": "0.00834333",
        "shared": true
      },
      {
        "name": "FEDEX CORP",
        "value": "245410776.50",
        "weight": "0.00832000",
        "shared": true
      },
      {
        "name": "CSX CORP",
        "value": "230578305.92",
        "weight": "0.00781714",
        "shared": true
      },
      {
        "name": "SLB LTD",
        "value": "229611625.14",
        "weight": "0.00778437",
        "shared": true
      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "228291131.64",
        "weight": "0.00773960",
        "shared": false
      },
      {
        "name": "ABBOTT LABS",
        "value": "222194658.40",
        "weight": "0.00753292",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "220573717.00",
        "weight": "0.00747796",
        "shared": true
      },
      {
        "name": "TRAVELERS COS IN",
        "value": "220229517.66",
        "weight": "0.00746629",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "216374401.60",
        "weight": "0.00733560",
        "shared": true
      },
      {
        "name": "NORFOLK SOUTHERN CORP",
        "value": "216052025.40",
        "weight": "0.00732467",
        "shared": true
      },
      {
        "name": "NEWMONT CORP",
        "value": "214939593.75",
        "weight": "0.00728695",
        "shared": true
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "208160409.60",
        "weight": "0.00705712",
        "shared": false
      },
      {
        "name": "BAKER HUGHES CO",
        "value": "202303615.44",
        "weight": "0.00685856",
        "shared": true
      },
      {
        "name": "NORTHROP GRUMMAN CORP",
        "value": "201780637.06",
        "weight": "0.00684083",
        "shared": true
      },
      {
        "name": "CRH PLC",
        "value": "198849781.37",
        "weight": "0.00674147",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "198631455.07",
        "weight": "0.00673407",
        "shared": true
      },
      {
        "name": "WILLIAMS COS INC",
        "value": "192856346.76",
        "weight": "0.00653828",
        "shared": true
      },
      {
        "name": "SALESFORCE INC",
        "value": "191609769.65",
        "weight": "0.00649602",
        "shared": true
      },
      {
        "name": "COMCAST CORP CL A",
        "value": "187605404.00",
        "weight": "0.00636026",
        "shared": true
      },
      {
        "name": "DELTA AIR LI",
        "value": "183548784.65",
        "weight": "0.00622273",
        "shared": true
      },
      {
        "name": "FORD MOTOR CO",
        "value": "183340947.76",
        "weight": "0.00621568",
        "shared": true
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "180639590.48",
        "weight": "0.00612410",
        "shared": true
      },
      {
        "name": "MARATHON PETROLEUM CORP",
        "value": "180256641.39",
        "weight": "0.00611112",
        "shared": true
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "178296545.55",
        "weight": "0.00604467",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "178220042.88",
        "weight": "0.00604207",
        "shared": true
      },
      {
        "name": "PACCAR INC",
        "value": "172963745.49",
        "weight": "0.00586387",
        "shared": true
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "165999916.17",
        "weight": "0.00562778",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "BERKSHIRE HATH-B",
        "value": "542024438.90",
        "weight": "0.02916548",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "447769822.50",
        "weight": "0.02409379",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "374917285.00",
        "weight": "0.02017371",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "374166869.76",
        "weight": "0.02013333",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "347854915.59",
        "weight": "0.01871753",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "322262430.00",
        "weight": "0.01734044",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "304477013.82",
        "weight": "0.01638343",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "291560432.70",
        "weight": "0.01568841",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "268009572.25",
        "weight": "0.01442117",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "228555879.20",
        "weight": "0.01229823",
        "shared": true
      },
      {
        "name": "CHEVRON CORP",
        "value": "203607059.32",
        "weight": "0.01095578",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "184036590.86",
        "weight": "0.00990272",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "181544884.00",
        "weight": "0.00976865",
        "shared": true
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "169424356.71",
        "weight": "0.00911646",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "169206335.76",
        "weight": "0.00910473",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "157684962.60",
        "weight": "0.00848478",
        "shared": true
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "155226344.65",
        "weight": "0.00835249",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "148978321.65",
        "weight": "0.00801629",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "146827678.14",
        "weight": "0.00790057",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "142657530.18",
        "weight": "0.00767618",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "138742929.84",
        "weight": "0.00746554",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "133814549.94",
        "weight": "0.00720035",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "132058317.81",
        "weight": "0.00710585",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "130053297.15",
        "weight": "0.00699796",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "124383568.50",
        "weight": "0.00669288",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "123234543.26",
        "weight": "0.00663106",
        "shared": true
      },
      {
        "name": "ABBOTT LABS",
        "value": "117235539.85",
        "weight": "0.00630826",
        "shared": true
      },
      {
        "name": "INTEL CORP",
        "value": "117100755.96",
        "weight": "0.00630101",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "116765503.92",
        "weight": "0.00628297",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "114446178.20",
        "weight": "0.00615817",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC",
        "value": "113812493.57",
        "weight": "0.00612407",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "112637005.14",
        "weight": "0.00606082",
        "shared": true
      },
      {
        "name": "WALT DISNEY CO/T",
        "value": "111735832.56",
        "weight": "0.00601233",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "111581181.67",
        "weight": "0.00600401",
        "shared": true
      },
      {
        "name": "ANALOG DEVICES INC",
        "value": "102640433.94",
        "weight": "0.00552292",
        "shared": true
      },
      {
        "name": "BLACKROCK INC",
        "value": "94504135.32",
        "weight": "0.00508512",
        "shared": true
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "94386207.16",
        "weight": "0.00507877",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "93959099.19",
        "weight": "0.00505579",
        "shared": true
      },
      {
        "name": "PFIZER INC",
        "value": "91398181.00",
        "weight": "0.00491799",
        "shared": true
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "90111735.88",
        "weight": "0.00484877",
        "shared": false
      },
      {
        "name": "DEERE & CO",
        "value": "89561764.17",
        "weight": "0.00481918",
        "shared": true
      },
      {
        "name": "CITIGROUP INC",
        "value": "88483341.33",
        "weight": "0.00476115",
        "shared": true
      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "86254912.80",
        "weight": "0.00464124",
        "shared": true
      },
      {
        "name": "LOWES COS INC",
        "value": "86228389.83",
        "weight": "0.00463981",
        "shared": false
      },
      {
        "name": "EATON CORP PLC",
        "value": "85659386.72",
        "weight": "0.00460920",
        "shared": false
      },
      {
        "name": "BOEING CO/THE",
        "value": "85099860.48",
        "weight": "0.00457909",
        "shared": false
      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "84990480.14",
        "weight": "0.00457320",
        "shared": false
      },
      {
        "name": "NEWMONT CORP",
        "value": "83108350.00",
        "weight": "0.00447193",
        "shared": true
      },
      {
        "name": "WELLTOWER INC",
        "value": "82850899.68",
        "weight": "0.00445808",
        "shared": false
      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "82583903.28",
        "weight": "0.00444371",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-061792",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/896162/000141036826061792/0001410368-26-061792-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001021882-26-000289",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1021882/000102188226000289/0001021882-26-000289-index.htm"
    }
  ]
}