{
  "page": "compare",
  "query": {
    "a": "SPUSX",
    "b": "CATH"
  },
  "retrieved_at": "2026-07-07T18:00:46+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": "Symmetry Panoramic US Equity Fund",
    "ticker": "SPUSX",
    "slug": "SPUSX",
    "series_id": "S000062179",
    "html_url": "https://fundwatcher.app/funds/SPUSX/"
  },
  "fund_b": {
    "name": "Global X S&P 500 Catholic Values ETF",
    "ticker": "CATH",
    "slug": "CATH",
    "series_id": "S000050646",
    "html_url": "https://fundwatcher.app/funds/CATH/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4461281633744758007847419562",
    "coverage_b_by_a": "0.4461281633744758007847419562",
    "shared_count": 366,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-04-30"
    },
    "a_top": [
      {
        "name": "iShares MSCI USA Min Vol Factor ETF",
        "value": "21653764.66",
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      },
      {
        "name": "DFA U.S. Targeted Value Portfolio - Class Institutional",
        "value": "17280805.20",
        "weight": "0.04097182",
        "shared": false
      },
      {
        "name": "DFA RL EST SECS MUTUAL FUND",
        "value": "16284381.86",
        "weight": "0.03860936",
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      },
      {
        "name": "DIMENSIONAL US TARGET VALUE MUTUAL FUND",
        "value": "15247267.41",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "12145091.76",
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      },
      {
        "name": "APPLE INC COMMON STOCK",
        "value": "11919273.24",
        "weight": "0.02825993",
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      },
      {
        "name": "VANGUARD U.S. VALUE FACTOR MUTUAL FUND",
        "value": "11859765.82",
        "weight": "0.02811884",
        "shared": false
      },
      {
        "name": "ISHARES MSCI USA MOMENTUM FA MUTUAL FUND",
        "value": "11598974.88",
        "weight": "0.02750052",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "11327176.08",
        "weight": "0.02685610",
        "shared": true
      },
      {
        "name": "AVANTIS US SMALL CAP VALUE MUTUAL FUND",
        "value": "11219139.96",
        "weight": "0.02659995",
        "shared": false
      },
      {
        "name": "DIMENSIONAL US SMALL CAP ETF MUTUAL FUND",
        "value": "10960929.20",
        "weight": "0.02598775",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "10478307.84",
        "weight": "0.02484348",
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      },
      {
        "name": "U.S. Small Cap Portfolio",
        "value": "7909939.22",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "7757049.30",
        "weight": "0.01839153",
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      },
      {
        "name": "WALMART INC",
        "value": "7047230.10",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "6746905.62",
        "weight": "0.01599653",
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      },
      {
        "name": "VANGUARD SMALL-CAP VALUE ETF MUTUAL FUND",
        "value": "5953490.40",
        "weight": "0.01411539",
        "shared": false
      },
      {
        "name": "VANGUARD U.S. QUALITY FACTOR MUTUAL FUND",
        "value": "5507086.08",
        "weight": "0.01305699",
        "shared": false
      },
      {
        "name": "VANGUARD US MOMENTUM FACTOR MUTUAL FUND",
        "value": "5346701.36",
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      },
      {
        "name": "PUT Amazon.com, Inc. 01/02/2026 P205",
        "value": "5244540.00",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "4862297.78",
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      },
      {
        "name": "BROADCOM INC",
        "value": "4066593.30",
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      },
      {
        "name": "KLA CORP",
        "value": "3753442.10",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "3575476.43",
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      },
      {
        "name": "QUANTA SERVICES INC COMMON STOCK",
        "value": "3550782.48",
        "weight": "0.00841871",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3422615.70",
        "weight": "0.00811483",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "3235055.46",
        "weight": "0.00767014",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "3146075.00",
        "weight": "0.00745917",
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      },
      {
        "name": "UNITED RENTALS INC",
        "value": "2859360.00",
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      },
      {
        "name": "TRANE TECHNOLOGI",
        "value": "2560328.16",
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      },
      {
        "name": "NETFLIX INC",
        "value": "2354992.80",
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      },
      {
        "name": "HCA HEALTHCARE INC",
        "value": "2326972.10",
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      {
        "name": "BERKSHIRE HATHAWAY INC-CL B COMMON STOCK",
        "value": "2216730.50",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "2198380.16",
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      },
      {
        "name": "ROYAL CARIBBEAN",
        "value": "2176720.00",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "2154868.96",
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      },
      {
        "name": "HOWMET AEROSPACE INC",
        "value": "2140144.56",
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      },
      {
        "name": "CITIGROUP INC",
        "value": "2090634.87",
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      },
      {
        "name": "WILLIAMS-SONOMA INC",
        "value": "1903907.70",
        "weight": "0.00451406",
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      },
      {
        "name": "DWS-GVT MM-INS",
        "value": "1893378.60",
        "weight": "0.00448909",
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      },
      {
        "name": "PARKER HANNIFIN CORP",
        "value": "1842762.68",
        "weight": "0.00436909",
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      },
      {
        "name": "ABBVIE INC",
        "value": "1693719.84",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1662263.47",
        "weight": "0.00394113",
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      },
      {
        "name": "APPLOVIN CORP",
        "value": "1643430.60",
        "weight": "0.00389648",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1508913.62",
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      },
      {
        "name": "AUTONATION INC",
        "value": "1508001.32",
        "weight": "0.00357539",
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      },
      {
        "name": "AMERIPRISE FINANCIAL INC",
        "value": "1495921.84",
        "weight": "0.00354675",
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      },
      {
        "name": "CONSOLIDATED EDISON INC",
        "value": "1409875.60",
        "weight": "0.00334274",
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      },
      {
        "name": "Anglogold Ashanti Plc",
        "value": "1347590.19",
        "weight": "0.00319506",
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      },
      {
        "name": "STEEL DYNAMICS INC",
        "value": "1216719.00",
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    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC COMMON STOCK",
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      },
      {
        "name": "MICROSOFT CORP",
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      {
        "name": "PUT Amazon.com, Inc. 01/02/2026 P205",
        "value": "51342122.00",
        "weight": "0.04238278",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "44108854.40",
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      {
        "name": "BROADCOM INC",
        "value": "40425173.49",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "35169417.14",
        "weight": "0.02903226",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "26353127.97",
        "weight": "0.02175443",
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      {
        "name": "TESLA INC",
        "value": "21284268.36",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "19045010.46",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "EXXON MOBIL CORP",
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      },
      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "MICRON TECHNOLOGY INC",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "11792896.72",
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      },
      {
        "name": "Common Stock",
        "value": "10497607.50",
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      },
      {
        "name": "CATERPILLAR INC",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "INTUITIVE SURGICAL INC",
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      },
      {
        "name": "GILEAD SCIENCES INC",
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      {
        "name": "INTEL CORP",
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      {
        "name": "PROCTER & GAMBLE",
        "value": "8954986.29",
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      },
      {
        "name": "BANK OF AMERICA CORP COMMON STOCK",
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      {
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        "name": "GENERAL ELECTRIC CO",
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      {
        "name": "CISCO SYSTEMS INC",
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      {
        "name": "GE VERNOVA LLC",
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      {
        "name": "CHEVRON CORP",
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      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
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      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "APPLIED MATERIALS INC COMMON STOCK",
        "value": "6399022.29",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "6252075.36",
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      },
      {
        "name": "STRYKER CORP",
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      },
      {
        "name": "CVS HEALTH CORP",
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      },
      {
        "name": "MEDTRONIC PLC",
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      {
        "name": "WELLS FARGO & CO",
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      {
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      },
      {
        "name": "MCKESSON CORP",
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      {
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      {
        "name": "TEXAS INSTRUMENTS INC",
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      {
        "name": "MORGAN STANLEY",
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        "name": "CITIGROUP INC",
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        "name": "BOSTON SCIENTIFIC CORP",
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        "name": "KLA CORP",
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      },
      {
        "name": "ELEVANCE HEALTH INC COMMON STOCK",
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      },
      {
        "name": "LINDE PLC",
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      },
      {
        "name": "THE CIGNA GROUP",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "4218383.42",
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      },
      {
        "name": "MCDONALDS CORP",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002048251-26-003540",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1736078/000204825126003540/0002048251-26-003540-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002048251-26-005523",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1432353/000204825126005523/0002048251-26-005523-index.htm"
    }
  ]
}