# Portfolio overlap — SVSPX vs SWP1Z

Comparing **State Street S&P 500 Index Fund** (2026-02-28) and **Schwab S&P 500 Index Portfolio** (2026-03-31).

- Shared positions: 497
- State Street S&P 500 Index Fund covered by Schwab S&P 500 Index Portfolio: 0.9717804679150241717792786617
- Schwab S&P 500 Index Portfolio covered by State Street S&P 500 Index Fund: 0.9717804679150241717792786616

## State Street S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.073086 | ✓ |
| APPLE INC | 0.066255 | ✓ |
| MICROSOFT CORP | 0.049536 | ✓ |
| AMAZON.COM INC | 0.034657 | ✓ |
| ALPHABET INC CL A | 0.030765 | ✓ |
| BROADCOM INC | 0.025588 | ✓ |
| ALPHABET INC CL C | 0.024558 | ✓ |
| META PLATFORMS INC CL A | 0.023999 | ✓ |
| TESLA INC | 0.019223 | ✓ |
| BERKSHIRE HATH-B | 0.015681 | ✓ |
| LILLY ELI and CO | 0.014137 | ✓ |
| JPMORGAN CHASE and CO | 0.013843 | ✓ |
| EXXON MOBIL CORP | 0.010915 | ✓ |
| JOHNSON&JOHNSON | 0.010189 | ✓ |
| WALMART INC | 0.009545 | ✓ |
| VISA INC-CLASS A | 0.009202 | ✓ |
| MICRON TECHNOLOGY INC | 0.007846 | ✓ |
| COSTCO WHOLESALE CORP | 0.007589 | ✓ |
| MASTERCARD INC CL A | 0.007160 | ✓ |
| NETFLIX INC | 0.006932 | ✓ |
| ABBVIE INC | 0.006927 | ✓ |
| PROCTER & GAMBLE | 0.006617 | ✓ |
| HOME DEPOT INC | 0.006422 | ✓ |
| GENERAL ELECTRIC CO | 0.006089 | ✓ |
| CHEVRON CORP | 0.006038 | ✓ |
| CATERPILLAR INC | 0.005898 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005669 | ✓ |
| ADV MICRO DEVICE | 0.005519 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005355 | ✓ |
| COCA-COLA CO/THE | 0.005351 | ✓ |
| CISCO SYSTEMS INC | 0.005282 | ✓ |
| MERCK & CO | 0.005246 | ✓ |
| LAM RESEARCH CORP | 0.005010 | ✓ |
| APPLIED MATERIALS INC | 0.005003 | ✓ |
| PHILIP MORRIS INTL INC | 0.004921 | ✓ |
| RTX CORP | 0.004597 | ✓ |
| UNITEDHEALTH GRP | 0.004496 | ✓ |
| WELLS FARGO & CO | 0.004374 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004350 | ✓ |
| ORACLE CORP | 0.004153 | ✓ |
| MCDONALDS CORP | 0.004108 | ✓ |
| LINDE PLC | 0.004008 | ✓ |
| GE VERNOVA LLC | 0.003999 | ✓ |
| PEPSICO INC | 0.003951 | ✓ |
| INTL BUS MACH CORP | 0.003809 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003611 | ✓ |
| AMGEN INC | 0.003526 | ✓ |
| ABBOTT LABS | 0.003466 | ✓ |
| INTEL CORP | 0.003456 | ✓ |
| MORGAN STANLEY | 0.003400 | ✓ |

## Schwab S&P 500 Index Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075625 | ✓ |
| APPLE INC | 0.066485 | ✓ |
| MICROSOFT CORP | 0.049041 | ✓ |
| AMAZON.COM INC | 0.036324 | ✓ |
| ALPHABET INC CL A | 0.029869 | ✓ |
| BROADCOM INC | 0.026197 | ✓ |
| ALPHABET INC CL C | 0.023932 | ✓ |
| META PLATFORMS INC CL A | 0.022343 | ✓ |
| TESLA INC | 0.018667 | ✓ |
| BERKSHIRE HATH-B | 0.015691 | ✓ |
| JPMORGAN CHASE and CO | 0.014163 | ✓ |
| LILLY ELI and CO | 0.013014 | ✓ |
| EXXON MOBIL CORP | 0.012655 | ✓ |
| JOHNSON&JOHNSON | 0.010516 | ✓ |
| WALMART INC | 0.009727 | ✓ |
| VISA INC-CLASS A | 0.009070 | ✓ |
| COSTCO WHOLESALE CORP | 0.007899 | ✓ |
| MASTERCARD INC CL A | 0.007263 | ✓ |
| NETFLIX INC | 0.007248 | ✓ |
| CHEVRON CORP | 0.006928 | ✓ |
| ABBVIE INC | 0.006863 | ✓ |
| MICRON TECHNOLOGY INC | 0.006792 | ✓ |
| PROCTER & GAMBLE | 0.005990 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005965 | ✓ |
| ADV MICRO DEVICE | 0.005924 | ✓ |
| CATERPILLAR INC | 0.005888 | ✓ |
| HOME DEPOT INC | 0.005843 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005776 | ✓ |
| CISCO SYSTEMS INC | 0.005476 | ✓ |
| MERCK & CO | 0.005333 | ✓ |
| GENERAL ELECTRIC CO | 0.005317 | ✓ |
| COCA-COLA CO/THE | 0.005257 | ✓ |
| APPLIED MATERIALS INC | 0.004843 | ✓ |
| LAM RESEARCH CORP | 0.004763 | ✓ |
| RTX CORP | 0.004614 | ✓ |
| PHILIP MORRIS INTL INC | 0.004594 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004521 | ✓ |
| ORACLE CORP | 0.004454 | ✓ |
| WELLS FARGO & CO | 0.004387 | ✓ |
| UNITEDHEALTH GRP | 0.004376 | ✓ |
| GE VERNOVA LLC | 0.004193 | ✓ |
| LINDE PLC | 0.004133 | ✓ |
| INTL BUS MACH CORP | 0.004044 | ✓ |
| MCDONALDS CORP | 0.003949 | ✓ |
| PEPSICO INC | 0.003782 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003772 | ✓ |
| INTEL CORP | 0.003699 | ✓ |
| AT&T INC | 0.003616 | ✓ |
| CITIGROUP INC | 0.003532 | ✓ |
| MORGAN STANLEY | 0.003528 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-041227` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/826686/000141036826041227/0001410368-26-041227-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050043` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm>

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