{
  "page": "compare",
  "query": {
    "a": "SQBFX",
    "b": "TOPC"
  },
  "retrieved_at": "2026-07-07T18:51:49+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": "X-Square Balanced Fund",
    "ticker": "SQBFX",
    "slug": "SQBFX",
    "series_id": "S000065136",
    "html_url": "https://fundwatcher.app/funds/SQBFX/"
  },
  "fund_b": {
    "name": "iShares S&P 500 3% Capped ETF",
    "ticker": "TOPC",
    "slug": "TOPC",
    "series_id": "S000091281",
    "html_url": "https://fundwatcher.app/funds/TOPC/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1649412603070812388444193182",
    "coverage_b_by_a": "0.1649412603070812388444193183",
    "shared_count": 47,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "U.S. Treasury Bills",
        "value": "4468073.94",
        "weight": "0.05033794",
        "shared": false
      },
      {
        "name": "G2 MA7533",
        "value": "3646704.92",
        "weight": "0.04108428",
        "shared": false
      },
      {
        "name": "G2 MA7648",
        "value": "3571762.14",
        "weight": "0.04023996",
        "shared": false
      },
      {
        "name": "Ginnie Mae II Pool",
        "value": "3464658.04",
        "weight": "0.03903331",
        "shared": false
      },
      {
        "name": "G2 MA7704",
        "value": "3178127.80",
        "weight": "0.03580523",
        "shared": false
      },
      {
        "name": "G2 MA7417",
        "value": "2688095.48",
        "weight": "0.03028445",
        "shared": false
      },
      {
        "name": "G2 MA7766",
        "value": "2670944.92",
        "weight": "0.03009123",
        "shared": false
      },
      {
        "name": "SUNCOR ENERGY INC",
        "value": "2401313.53",
        "weight": "0.02705353",
        "shared": false
      },
      {
        "name": "ROSS STORES INC",
        "value": "2130556.05",
        "weight": "0.02400314",
        "shared": true
      },
      {
        "name": "GNMA II POOL 785657 G2 10/51 FIXED 2.5",
        "value": "1811346.95",
        "weight": "0.02040688",
        "shared": false
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "1795281.76",
        "weight": "0.02022589",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1645142.10",
        "weight": "0.01853440",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "1526056.64",
        "weight": "0.01719276",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "1444149.57",
        "weight": "0.01626999",
        "shared": true
      },
      {
        "name": "TJX COS INC",
        "value": "1428516.50",
        "weight": "0.01609386",
        "shared": true
      },
      {
        "name": "XPO LOGISTICS INC",
        "value": "1423522.35",
        "weight": "0.01603760",
        "shared": false
      },
      {
        "name": "G2 MA7312",
        "value": "1369933.03",
        "weight": "0.01543385",
        "shared": false
      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE ASSOCIATION",
        "value": "1293397.95",
        "weight": "0.01457160",
        "shared": false
      },
      {
        "name": "UNITED RENTALS INC",
        "value": "1229080.72",
        "weight": "0.01384699",
        "shared": true
      },
      {
        "name": "NU Holdings Ltd/Cayman Islands",
        "value": "1169358.75",
        "weight": "0.01317416",
        "shared": false
      },
      {
        "name": "Glencore PLC",
        "value": "1151509.26",
        "weight": "0.01297306",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "1139147.18",
        "weight": "0.01283379",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1135105.92",
        "weight": "0.01278826",
        "shared": true
      },
      {
        "name": "GARMIN LTD",
        "value": "1131976.79",
        "weight": "0.01275301",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "1124808.02",
        "weight": "0.01267224",
        "shared": true
      },
      {
        "name": "OCCIDENTAL PETROLEUM CORP",
        "value": "1092000.00",
        "weight": "0.01230262",
        "shared": true
      },
      {
        "name": "CHUBB LTD",
        "value": "1085998.76",
        "weight": "0.01223501",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "1068136.80",
        "weight": "0.01203378",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "1063576.75",
        "weight": "0.01198240",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "1041314.40",
        "weight": "0.01173159",
        "shared": true
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "1008122.52",
        "weight": "0.01135765",
        "shared": true
      },
      {
        "name": "FASTENAL CO",
        "value": "1007483.20",
        "weight": "0.01135044",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "932402.50",
        "weight": "0.01050457",
        "shared": true
      },
      {
        "name": "PULTEGROUP INC",
        "value": "897952.35",
        "weight": "0.01011645",
        "shared": true
      },
      {
        "name": "APPLOVIN CORP",
        "value": "885152.00",
        "weight": "0.00997224",
        "shared": true
      },
      {
        "name": "GINNIE MAE II POOL G2 785221",
        "value": "867971.27",
        "weight": "0.00977868",
        "shared": false
      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "865260.88",
        "weight": "0.00974815",
        "shared": true
      },
      {
        "name": "EXPAND ENERGY CORP",
        "value": "844866.88",
        "weight": "0.00951839",
        "shared": true
      },
      {
        "name": "MERCADOLIBRE INC",
        "value": "833387.64",
        "weight": "0.00938906",
        "shared": false
      },
      {
        "name": "GENERAC HOLDINGS INC",
        "value": "828785.19",
        "weight": "0.00933721",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "826623.63",
        "weight": "0.00931286",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "815893.66",
        "weight": "0.00919197",
        "shared": true
      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "814919.40",
        "weight": "0.00918099",
        "shared": false
      },
      {
        "name": "EXPEDIA INC",
        "value": "814349.03",
        "weight": "0.00917457",
        "shared": true
      },
      {
        "name": "FREEPORT MCMORAN INC",
        "value": "812163.26",
        "weight": "0.00914994",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "799125.00",
        "weight": "0.00900305",
        "shared": false
      },
      {
        "name": "TRANSDIGM GROUP INC",
        "value": "793887.60",
        "weight": "0.00894405",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "793223.61",
        "weight": "0.00893657",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "766478.44",
        "weight": "0.00863525",
        "shared": true
      },
      {
        "name": "TRACTOR SUPPLY CO.",
        "value": "750621.00",
        "weight": "0.00845660",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "AMAZON.COM INC",
        "value": "727695.38",
        "weight": "0.03032572",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "722793.92",
        "weight": "0.03012146",
        "shared": false
      },
      {
        "name": "NVIDIA CORP",
        "value": "696379.20",
        "weight": "0.02902066",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "679261.95",
        "weight": "0.02830732",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "673184.25",
        "weight": "0.02805404",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "639641.34",
        "weight": "0.02665619",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "534576.50",
        "weight": "0.02227775",
        "shared": true
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "449010.40",
        "weight": "0.01871190",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "405352.48",
        "weight": "0.01689252",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "383892.60",
        "weight": "0.01599820",
        "shared": false
      },
      {
        "name": "LILLY ELI and CO",
        "value": "372506.85",
        "weight": "0.01552372",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "362393.76",
        "weight": "0.01510227",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "307513.92",
        "weight": "0.01281523",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "301150.08",
        "weight": "0.01255002",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "278511.48",
        "weight": "0.01160659",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "259624.16",
        "weight": "0.01081949",
        "shared": false
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "226189.61",
        "weight": "0.00942615",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "207858.56",
        "weight": "0.00866222",
        "shared": true
      },
      {
        "name": "NETFLIX INC",
        "value": "207491.70",
        "weight": "0.00864694",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "198210.20",
        "weight": "0.00826014",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "196610.96",
        "weight": "0.00819350",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "194258.00",
        "weight": "0.00809544",
        "shared": true
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "171594.72",
        "weight": "0.00715098",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "170855.04",
        "weight": "0.00712015",
        "shared": false
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "169660.62",
        "weight": "0.00707038",
        "shared": true
      },
      {
        "name": "CATERPILLAR INC",
        "value": "168613.48",
        "weight": "0.00702674",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "167405.01",
        "weight": "0.00697638",
        "shared": true
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "165360.00",
        "weight": "0.00689115",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "156731.80",
        "weight": "0.00653159",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "152648.01",
        "weight": "0.00636140",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "152100.72",
        "weight": "0.00633859",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "150502.95",
        "weight": "0.00627201",
        "shared": false
      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "138766.74",
        "weight": "0.00578292",
        "shared": false
      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "136315.08",
        "weight": "0.00568075",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "132329.40",
        "weight": "0.00551465",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "131610.64",
        "weight": "0.00548470",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "129436.47",
        "weight": "0.00539409",
        "shared": false
      },
      {
        "name": "ORACLE CORP",
        "value": "127544.37",
        "weight": "0.00531524",
        "shared": true
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "125863.41",
        "weight": "0.00524519",
        "shared": false
      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "125283.17",
        "weight": "0.00522101",
        "shared": false
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "120460.20",
        "weight": "0.00502002",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "118486.64",
        "weight": "0.00493777",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "115862.42",
        "weight": "0.00482841",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "113127.56",
        "weight": "0.00471444",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "108547.71",
        "weight": "0.00452358",
        "shared": true
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "108231.20",
        "weight": "0.00451039",
        "shared": false
      },
      {
        "name": "INTEL CORP",
        "value": "105912.00",
        "weight": "0.00441374",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "103755.21",
        "weight": "0.00432386",
        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "101388.54",
        "weight": "0.00422523",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "101210.55",
        "weight": "0.00421781",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001049169-26-001055",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1763143/000104916926001055/0001049169-26-001055-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002071691-26-012458",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1100663/000207169126012458/0002071691-26-012458-index.htm"
    }
  ]
}