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DFVX vs USCL

Shared holdings
159
DFVX covered by USCL
57.18%
USCL covered by DFVX
57.18%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DFVX (April 30, 2026)

SecurityWeight
AMAZON.COM INC5.50%
MICROSOFT CORP4.63%
META PLATFORMS INC CL A4.34%
ALPHABET INC CL C3.60%
ALPHABET INC CL A3.55%
JPMORGAN CHASE and CO2.64%
EXXON MOBIL CORP2.26%
JOHNSON&JOHNSON2.05%
CATERPILLAR INC1.65%
WALMART INC1.42%
VISA INC-CLASS A1.36%
MICRON TECHNOLOGY INC1.28%
MERCK & CO1.21%
PROCTER & GAMBLE1.20%
HOME DEPOT INC1.15%
COSTCO WHOLESALE CORP1.00%
GILEAD SCIENCES INC0.92%
PEPSICO INC0.89%
VERIZON COMMUNICATIONS INC0.87%
ORACLE CORP0.86%
KLA CORP0.85%
CISCO SYSTEMS INC0.84%
CHEVRON CORP0.83%
INTL BUS MACH CORP0.82%
QUALCOMM INC0.81%
COCA-COLA CO/THE0.81%
AMERICAN EXPRESS CO0.80%
LAM RESEARCH CORP0.80%
AMGEN INC0.78%
UNITEDHEALTH GRP0.76%
APPLIED MATERIALS INC0.75%
GOLDMAN SACHS GROUP INC0.73%
MORGAN STANLEY0.72%
BRISTOL-MYERS SQUIBB CO0.71%
UNION PACIFIC CORP0.70%
AT&T INC0.64%
TEXAS INSTRUMENTS INC0.61%
DEERE & CO0.59%
The DFA Short Term Investment Fund0.58%
LINDE PLC0.56%
CORNING INC0.54%
CONOCOPHILLIPS0.53%
HONEYWELL INTL INC0.53%
TRAVELERS COS IN0.50%
LOCKHEED MARTIN CORP0.49%
CSX CORP0.47%
GENERAL MOTORS CO0.44%
EOG RESOURCES INC0.44%
PFIZER INC0.44%
TJX COS INC0.43%

USCL (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP5.42%
BROADCOM INC4.61%
MICROSOFT CORP4.55%
AMAZON.COM INC4.16%
META PLATFORMS INC CL A3.69%
TESLA INC2.99%
ALPHABET INC CL A2.85%
ALPHABET INC CL C2.40%
LILLY ELI and CO2.22%
JPMORGAN CHASE and CO2.17%
EXXON MOBIL CORP1.71%
JOHNSON&JOHNSON1.57%
WALMART INC1.47%
VISA INC-CLASS A1.43%
MASTERCARD INC CL A1.16%
ABBVIE INC1.08%
NETFLIX INC1.07%
ADV MICRO DEVICE1.04%
PROCTER & GAMBLE1.03%
CISCO SYSTEMS INC1.01%
PALANTIR TECHNOLOGIES INC1.00%
HOME DEPOT INC0.99%
BANK OF AMERICA CORPORATION0.92%
CATERPILLAR INC0.91%
COCA-COLA CO/THE0.88%
MERCK & CO0.81%
ORACLE CORP0.80%
INTL BUS MACH CORP0.72%
UNITEDHEALTH GRP0.70%
WELLS FARGO & CO0.68%
GOLDMAN SACHS GROUP INC0.68%
MCDONALDS CORP0.64%
LINDE PLC0.63%
PEPSICO INC0.61%
SALESFORCE INC0.60%
ANALOG DEVICES INC0.56%
VERIZON COMMUNICATIONS INC0.56%
AMGEN INC0.55%
CITIGROUP INC0.53%
ABBOTT LABS0.53%
AT&T INC0.53%
MORGAN STANLEY0.52%
THERMO FISHER SCIENTIFIC INC0.52%
NEXTERA ENERGY INC0.51%
WALT DISNEY CO/T0.50%
QUALCOMM INC0.49%
GILEAD SCIENCES INC0.48%
AMERICAN EXPRESS CO0.45%
SCHWAB CHARLES CORP0.43%
DEERE & CO0.42%

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