# Portfolio overlap — SWP1Z vs SPYM

Comparing **Schwab S&P 500 Index Portfolio** (2026-03-31) and **State Street(R) SPDR(R) Portfolio S&P 500(R) ETF** (2026-03-31).

- Shared positions: 502
- Schwab S&P 500 Index Portfolio covered by State Street(R) SPDR(R) Portfolio S&P 500(R) ETF: 0.9973102801019001729750008504
- State Street(R) SPDR(R) Portfolio S&P 500(R) ETF covered by Schwab S&P 500 Index Portfolio: 0.9973102801019001729750008505

## 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 | ✓ |

## State Street(R) SPDR(R) Portfolio S&P 500(R) ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075669 | ✓ |
| APPLE INC | 0.066527 | ✓ |
| MICROSOFT CORP | 0.049079 | ✓ |
| AMAZON.COM INC | 0.036326 | ✓ |
| ALPHABET INC CL A | 0.029893 | ✓ |
| BROADCOM INC | 0.026202 | ✓ |
| ALPHABET INC CL C | 0.023952 | ✓ |
| META PLATFORMS INC CL A | 0.022344 | ✓ |
| TESLA INC | 0.018669 | ✓ |
| BERKSHIRE HATH-B | 0.015691 | ✓ |
| JPMORGAN CHASE and CO | 0.014162 | ✓ |
| LILLY ELI and CO | 0.013013 | ✓ |
| EXXON MOBIL CORP | 0.012659 | ✓ |
| JOHNSON&JOHNSON | 0.010518 | ✓ |
| WALMART INC | 0.009727 | ✓ |
| VISA INC-CLASS A | 0.009071 | ✓ |
| COSTCO WHOLESALE CORP | 0.007896 | ✓ |
| MASTERCARD INC CL A | 0.007267 | ✓ |
| NETFLIX INC | 0.007248 | ✓ |
| CHEVRON CORP | 0.006924 | ✓ |
| ABBVIE INC | 0.006863 | ✓ |
| MICRON TECHNOLOGY INC | 0.006789 | ✓ |
| PROCTER & GAMBLE | 0.005993 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005966 | ✓ |
| ADV MICRO DEVICE | 0.005923 | ✓ |
| CATERPILLAR INC | 0.005887 | ✓ |
| HOME DEPOT INC | 0.005845 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005775 | ✓ |
| CISCO SYSTEMS INC | 0.005473 | ✓ |
| MERCK & CO | 0.005331 | ✓ |
| GENERAL ELECTRIC CO | 0.005314 | ✓ |
| COCA-COLA CO/THE | 0.005257 | ✓ |
| APPLIED MATERIALS INC | 0.004843 | ✓ |
| LAM RESEARCH CORP | 0.004763 | ✓ |
| RTX CORP | 0.004623 | ✓ |
| PHILIP MORRIS INTL INC | 0.004596 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004534 | ✓ |
| ORACLE CORP | 0.004454 | ✓ |
| WELLS FARGO & CO | 0.004396 | ✓ |
| UNITEDHEALTH GRP | 0.004376 | ✓ |
| GE VERNOVA LLC | 0.004200 | ✓ |
| LINDE PLC | 0.004133 | ✓ |
| INTL BUS MACH CORP | 0.004045 | ✓ |
| MCDONALDS CORP | 0.003952 | ✓ |
| PEPSICO INC | 0.003790 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003780 | ✓ |
| INTEL CORP | 0.003699 | ✓ |
| AT&T INC | 0.003623 | ✓ |
| CITIGROUP INC | 0.003539 | ✓ |
| MORGAN STANLEY | 0.003534 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050043` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/918266/000141036826050043/0001410368-26-050043-index.htm>
- N-PORT (fund B) — accession `0001410368-26-055523` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1064642/000141036826055523/0001410368-26-055523-index.htm>

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