# Portfolio overlap — TPLE vs SWMCX

Comparing **Timothy Plan US Large/Mid Cap Core Enhanced ETF** (2025-09-30) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 208
- Timothy Plan US Large/Mid Cap Core Enhanced ETF covered by Schwab U.S. Mid-Cap Index Fund: 0.3775451264484157824367786040
- Schwab U.S. Mid-Cap Index Fund covered by Timothy Plan US Large/Mid Cap Core Enhanced ETF: 0.3775451264484157824367786039

## Timothy Plan US Large/Mid Cap Core Enhanced ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SEAGATE TECHNOLO | 0.009132 |  |
| WESTERN DIGITAL CORP | 0.007238 | ✓ |
| EVERGY INC | 0.006921 | ✓ |
| LINDE PLC | 0.006470 |  |
| ATMOS ENERGY CORP | 0.006243 | ✓ |
| NISOURCE INC | 0.005878 | ✓ |
| DTE ENERGY CO | 0.005700 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.005699 |  |
| CMS ENERGY CORP | 0.005586 | ✓ |
| WEC ENERGY GROUP INC | 0.005540 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.005520 | ✓ |
| CME GROUP INC CL A | 0.005415 |  |
| TELEDYNE TECHNOLOGIES INC | 0.005365 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.005362 |  |
| ILLINOIS TOOL WORKS INC | 0.005313 |  |
| NASDAQ INC | 0.005258 | ✓ |
| AMEREN CORP | 0.005174 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.005159 |  |
| PTC INC | 0.005134 | ✓ |
| STERIS PLC | 0.005125 |  |
| AECOM | 0.005098 | ✓ |
| XYLEM INC | 0.005097 | ✓ |
| CATERPILLAR INC | 0.005061 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.005012 |  |
| SOUTHERN CO | 0.004999 |  |
| SYSCO CORP | 0.004996 | ✓ |
| REPUBLIC SVCS | 0.004881 |  |
| US FOODS HOLDING CORP | 0.004867 | ✓ |
| EXPEDITORS INTL OF WASH INC | 0.004866 | ✓ |
| IDEXX LABS INC | 0.004850 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.004850 |  |
| EVERSOURCE ENERGY | 0.004833 | ✓ |
| GRACO INC | 0.004766 | ✓ |
| SS&C TECHNOLOGIE | 0.004757 | ✓ |
| QUEST DIAGNOSTICS INC | 0.004756 | ✓ |
| TEXTRON INC | 0.004693 | ✓ |
| STRYKER CORP | 0.004684 |  |
| CINCINNATI FINANCIAL CORP | 0.004616 | ✓ |
| PACKAGING CORP OF AMERICA | 0.004599 | ✓ |
| TD SYNNEX CORP | 0.004571 | ✓ |
| CSX CORP | 0.004561 |  |
| AFLAC INC | 0.004546 |  |
| AMPHENOL CORPORATION CL A | 0.004546 |  |
| AMETEK INC NEW | 0.004523 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.004518 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.004516 | ✓ |
| UNION PACIFIC CORP | 0.004513 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.004490 | ✓ |
| APTIV PLC | 0.004481 |  |
| MARTIN MAR MTLS | 0.004468 | ✓ |

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

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.006590 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006476 |  |
| HOWMET AEROSPACE INC | 0.006458 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.006367 |  |
| CORNING INC | 0.006240 |  |
| CUMMINS INC | 0.006166 |  |
| SANDISK CORPORATION | 0.006015 |  |
| ROBINHOOD MARKETS INC | 0.005699 |  |
| VERTIV HOLDINGS CO | 0.005482 | ✓ |
| QUANTA SVCS INC | 0.005410 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.005270 |  |
| CENCORA INC | 0.005091 |  |
| WARNER BROS DISCOVERY INC | 0.004965 |  |
| L3HARRIS TECHNOLOGIES INC | 0.004956 |  |
| SIMON PROPERTY | 0.004798 |  |
| State Street Navigator Securities Lending Portfolio II | 0.004713 |  |
| ROSS STORES INC | 0.004653 | ✓ |
| KINDER MORGAN INC | 0.004589 | ✓ |
| PHILLIPS 66 | 0.004478 | ✓ |
| DIGITAL REALTY TRUST INC | 0.004419 |  |
| REALTY INCOME CORP REIT | 0.004335 |  |
| CLOUDFLARE INC-A | 0.004303 |  |
| BAKER HUGHES CO | 0.004302 | ✓ |
| VALERO ENERGY CORP | 0.004269 | ✓ |
| CARVANA CO CL A | 0.004197 | ✓ |
| FORD MOTOR CO | 0.004194 |  |
| MARATHON PETROLEUM CORP | 0.004147 |  |
| VISTRA CORP | 0.004147 | ✓ |
| IDEXX LABS INC | 0.004134 | ✓ |
| ALLSTATE CORPORATION | 0.004064 |  |
| MONOLITHIC POWER SYS INC | 0.004027 | ✓ |
| AMETEK INC NEW | 0.003994 | ✓ |
| ELECTRONIC ARTS INC | 0.003969 |  |
| CARDINAL HEALTH INC | 0.003969 |  |
| CBRE GROUP INC - CL A | 0.003920 |  |
| CORTEVA INC | 0.003855 |  |
| FASTENAL CO | 0.003853 | ✓ |
| UNITED RENTALS INC | 0.003842 | ✓ |
| ONEOK INC | 0.003830 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.003793 |  |
| FERGUSON ENTERPRISES INC | 0.003733 |  |
| ROCKWELL AUTOMATION INC | 0.003693 | ✓ |
| WW GRAINGER INC | 0.003655 | ✓ |
| ANGLOGOLD ASHANTI PLC | 0.003621 |  |
| EXELON CORP | 0.003503 |  |
| CHENIERE ENERGY INC | 0.003488 | ✓ |
| XCEL ENERGY INC | 0.003484 |  |
| MSCI INC | 0.003434 | ✓ |
| NASDAQ INC | 0.003396 | ✓ |
| COINBASE GLOBAL INC | 0.003359 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001004726-25-002316` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/916490/000100472625002316/0001004726-25-002316-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030046` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm>

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