# Portfolio overlap — EFCIX vs SWLGX

Comparing **Emerald Insights Fund** (2025-07-31) and **Schwab U.S. Large-Cap Growth Index Fund** (2026-01-31).

- Shared positions: 33
- Emerald Insights Fund covered by Schwab U.S. Large-Cap Growth Index Fund: 0.5111306763479328694623229965
- Schwab U.S. Large-Cap Growth Index Fund covered by Emerald Insights Fund: 0.5111306763479328694623229965

## Emerald Insights Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126027 | ✓ |
| MICROSOFT CORP | 0.090657 | ✓ |
| AMAZON.COM INC | 0.055056 | ✓ |
| APPLE INC | 0.048411 | ✓ |
| META PLATFORMS INC CL A | 0.047455 | ✓ |
| BROADCOM INC | 0.043696 | ✓ |
| ALPHABET INC CL A | 0.042095 | ✓ |
| AMER SUPERCONDTR | 0.029693 |  |
| CREDO TECHNOLOGY | 0.019112 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.017888 |  |
| SOLARIS OIL IN-A | 0.016209 |  |
| NETFLIX INC | 0.015266 | ✓ |
| BANCORP INC/THE | 0.014400 |  |
| LivaNova PLC ORD GBP1.00 (DI) | 0.014284 |  |
| TETRA TECHNOLOGIES INC | 0.013641 |  |
| SUPER MICRO COMPUTER INC | 0.013633 | ✓ |
| TJX COS INC | 0.013010 | ✓ |
| SOLENO THERAPEUTICS INC | 0.012468 |  |
| CHENIERE ENERGY INC | 0.012207 | ✓ |
| Wave Life Sciences Ltd. COM NPV | 0.011505 |  |
| SHIFT4 PAYMENTS INC | 0.011305 | ✓ |
| TRANSMEDICS GROUP INC | 0.011280 |  |
| NORWEGIAN CRUISE | 0.011205 |  |
| BRIDGEBIO PHARMA INC | 0.011007 |  |
| FTAI AVIATION LT | 0.010545 |  |
| LILLY ELI and CO | 0.010383 | ✓ |
| ULTRAGENYX PHARMA INC | 0.010360 | ✓ |
| VISA INC-CLASS A | 0.010067 | ✓ |
| ARLO TECHNOLOGIES INC | 0.009996 |  |
| EXCELERATE ENERGY INC | 0.009775 |  |
| COSTCO WHOLESALE CORP | 0.009634 | ✓ |
| LUMENTUM HOLDINGS INC | 0.009475 | ✓ |
| AEROVIRONMENT INC | 0.009099 |  |
| FRST AM-GV OB-X | 0.009037 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.008810 | ✓ |
| MODINE MFG CO | 0.008801 |  |
| FRESHPET INC | 0.008513 | ✓ |
| INSMED INC | 0.008267 | ✓ |
| BLOOM ENERGY CORP CL A | 0.008117 |  |
| MASTEC INC | 0.008087 | ✓ |
| SERVICENOW INC | 0.008041 | ✓ |
| PALOMAR HOLDINGS | 0.007957 |  |
| INTERDIGITAL INC | 0.007830 |  |
| TRAVERE THERAPEUTICS INC | 0.007795 |  |
| PALO ALTO NETWORKS INC | 0.007747 | ✓ |
| Genius Sports Ltd. COM NPV | 0.007746 |  |
| DOORDASH INC-A | 0.007346 | ✓ |
| ACADIA PHARMACEUTICALS INC | 0.007051 |  |
| GUARDANT HEALTH INC | 0.006942 |  |
| ORACLE CORP | 0.006902 | ✓ |

## Schwab U.S. Large-Cap Growth Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126538 | ✓ |
| APPLE INC | 0.107292 | ✓ |
| MICROSOFT CORP | 0.091163 | ✓ |
| AMAZON.COM INC | 0.047488 | ✓ |
| BROADCOM INC | 0.045835 | ✓ |
| META PLATFORMS INC CL A | 0.040012 | ✓ |
| ALPHABET INC CL A | 0.037482 | ✓ |
| TESLA INC | 0.036864 | ✓ |
| ALPHABET INC CL C | 0.030561 |  |
| LILLY ELI and CO | 0.027917 | ✓ |
| VISA INC-CLASS A | 0.018197 | ✓ |
| MASTERCARD INC CL A | 0.014559 |  |
| COSTCO WHOLESALE CORP | 0.014020 | ✓ |
| ABBVIE INC | 0.013271 |  |
| NETFLIX INC | 0.011901 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.010772 | ✓ |
| GENERAL ELECTRIC CO | 0.010719 |  |
| LAM RESEARCH CORP | 0.009865 |  |
| HOME DEPOT INC | 0.009549 |  |
| ORACLE CORP | 0.009322 | ✓ |
| ADV MICRO DEVICE | 0.007507 |  |
| GE VERNOVA LLC | 0.006672 |  |
| KLA CORP | 0.006328 |  |
| INTUITIVE SURGICAL INC | 0.005979 |  |
| AMPHENOL CORPORATION CL A | 0.005918 |  |
| UBER TECHNOLOGIES INC | 0.005414 |  |
| THE BOOKING HOLDINGS INC | 0.005138 |  |
| ARISTA NETWORKS INC | 0.004916 |  |
| COCA-COLA CO/THE | 0.004775 |  |
| INTUIT INC | 0.004578 |  |
| AMGEN INC | 0.004557 |  |
| ADOBE INC | 0.004129 |  |
| SERVICENOW INC | 0.004072 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.004060 |  |
| PALO ALTO NETWORKS INC | 0.003992 | ✓ |
| APPLOVIN CORP | 0.003792 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003664 |  |
| BLACKSTONE INC | 0.003552 |  |
| State Street Navigator Securities Lending Portfolio II | 0.003338 |  |
| MCKESSON CORP | 0.003237 |  |
| TRANE TECHNOLOGIES PLC | 0.003150 |  |
| AUTOMATIC DATA PROCESSING INC | 0.003133 |  |
| AMERICAN TOWER CORP | 0.002819 |  |
| TJX COS INC | 0.002819 | ✓ |
| HOWMET AEROSPACE INC | 0.002803 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.002765 |  |
| WASTE MANAGEMENT INC | 0.002764 |  |
| CADENCE DESIGN SYSTEMS INC | 0.002725 |  |
| MOODYS CORP | 0.002695 |  |
| TEXAS INSTRUMENTS INC | 0.002689 |  |


## Sources

- N-PORT (fund A) — accession `0001049169-25-000332` (as of 2025-07-31)
  <https://www.sec.gov/Archives/edgar/data/915802/000104916925000332/0001049169-25-000332-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030051` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030051/0001410368-26-030051-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_