# Portfolio overlap — REDWX vs SWLSX

Comparing **GreenFi Redwood Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 15
- GreenFi Redwood Fund covered by Schwab Large-Cap Growth Fund: 0.4287416230186753332970236148
- Schwab Large-Cap Growth Fund covered by GreenFi Redwood Fund: 0.4287416230186753332970236148

## GreenFi Redwood Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.076248 | ✓ |
| ALPHABET INC CL A | 0.075909 | ✓ |
| MICROSOFT CORP | 0.062724 | ✓ |
| AMAZON.COM INC | 0.047992 | ✓ |
| VISA INC-CLASS A | 0.036114 | ✓ |
| COSTCO WHOLESALE CORP | 0.029935 | ✓ |
| BROADCOM INC | 0.029713 | ✓ |
| LILLY ELI and CO | 0.029433 | ✓ |
| TJX COS INC | 0.028599 | ✓ |
| APPLE INC | 0.027634 | ✓ |
| MARSH & MCLENNAN | 0.025908 |  |
| UNITEDHEALTH GRP | 0.023997 |  |
| INTL FLVR & FRAG | 0.023541 |  |
| BRISTOL-MYERS SQUIBB CO | 0.022675 |  |
| CADENCE DESIGN SYSTEMS INC | 0.019851 | ✓ |
| FIRST HORIZON CORP | 0.019212 |  |
| CAPITAL ONE FINANCIAL CORP | 0.019162 |  |
| VERTEX PHARMACEUTICALS INC | 0.019037 | ✓ |
| JACK HENRY | 0.017264 |  |
| PROGRESSIVE CORP OHIO | 0.017168 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.016583 |  |
| GATES INDUSTRIAL | 0.016436 |  |
| ADV MICRO DEVICE | 0.016166 | ✓ |
| WALT DISNEY CO/T | 0.016032 |  |
| SERVICENOW INC | 0.015636 | ✓ |
| ECOLAB INC | 0.015453 |  |
| BIO RAD LABS CL A | 0.015028 |  |
| MICRON TECHNOLOGY INC | 0.014741 |  |
| QUALCOMM INC | 0.014349 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.013584 |  |
| T-MOBILE US INC | 0.013576 |  |
| WASTE MANAGEMENT INC | 0.013246 |  |
| AMERICAN WATER WRKS COMPANY | 0.012718 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.012606 |  |
| APTIV PLC | 0.012521 |  |
| INGERSOLL RAND INC | 0.012108 |  |
| XYLEM INC | 0.011974 |  |
| SPROUTS FMRS MKT INC | 0.011737 |  |
| DEXCOM INC | 0.011562 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.011408 |  |
| MICROCHIP TECHNOLOGY | 0.010262 |  |
| MONEYMKT | 0.010117 |  |
| DYNATRACE INC | 0.009812 |  |
| RIVIAN AUTOMOTIVE INC | 0.009527 |  |
| SALESFORCE INC | 0.009035 | ✓ |
| AECOM | 0.008947 |  |
| James Hardie Industries PLC | 0.006413 |  |
| ATLASSIAN CORP PLC CLS A | 0.006309 |  |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 |  |
| LILLY ELI and CO | 0.032816 | ✓ |
| TESLA INC | 0.031366 |  |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 |  |
| ABBVIE INC | 0.016018 |  |
| AMPHENOL CORPORATION CL A | 0.015837 |  |
| NETFLIX INC | 0.015354 |  |
| GENERAL ELECTRIC CO | 0.014415 |  |
| ADV MICRO DEVICE | 0.014276 | ✓ |
| COSTCO WHOLESALE CORP | 0.014174 | ✓ |
| ARISTA NETWORKS INC | 0.013964 |  |
| MASTERCARD INC CL A | 0.013643 |  |
| PALO ALTO NETWORKS INC | 0.013123 |  |
| HOME DEPOT INC | 0.012078 |  |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 |  |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 |  |
| TJX COS INC | 0.010101 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009596 |  |
| GE VERNOVA LLC | 0.008844 |  |
| VERTIV HOLDINGS CO | 0.008841 |  |
| PALANTIR TECHNOLOGIES INC | 0.008835 |  |
| INTUITIVE SURGICAL INC | 0.008587 |  |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 |  |
| QUANTA SVCS INC | 0.007998 |  |
| BOSTON SCIENTIFIC CORP | 0.007910 |  |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 |  |
| DATADOG INC CL A | 0.007018 |  |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 | ✓ |
| KLA CORP | 0.006305 |  |
| CADENCE DESIGN SYSTEMS INC | 0.006029 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005848 | ✓ |
| ORACLE CORP | 0.005716 |  |
| WALMART INC | 0.005690 |  |
| DOORDASH INC-A | 0.005354 |  |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 |  |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0002000324-26-002041` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1594854/000200032426002041/0002000324-26-002041-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>

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