Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FAEQX vs SWYNX
Shared holdings
1
FAEQX covered by SWYNX
52.25%
SWYNX covered by FAEQX
52.25%
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.
FAEQX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 74.63% | |
| PIMCO RAE US SMALL FUND PIMCO RAE US SMALL INST | 2.31% | |
| NVIDIA CORP | 1.37% | |
| BlackRock Liquidity FedFund - Institutional Class | 1.33% | |
| APPLE INC | 1.25% | |
| MICROSOFT CORP | 0.98% | |
| AMAZON.COM INC | 0.78% | |
| BROADCOM INC | 0.73% | |
| ALPHABET INC CL A | 0.62% | |
| META PLATFORMS INC CL A | 0.62% | |
| ALPHABET INC CL C | 0.51% | |
| JPMORGAN CHASE and CO | 0.39% | |
| GUARDANT HEALTH INC | 0.28% | |
| LILLY ELI and CO | 0.27% | |
| BANK OF AMERICA CORPORATION | 0.26% | |
| DARLING INGREDIENTS INC | 0.25% | |
| COSTCO WHOLESALE CORP | 0.24% | |
| CHUBB LTD | 0.24% | |
| VISA INC-CLASS A | 0.23% | |
| ANTERO RESOURCES | 0.22% | |
| AMERIPRISE FINANCIAL INC | 0.22% | |
| AMETEK INC NEW | 0.21% | |
| LAM RESEARCH CORP | 0.20% | |
| TRANE TECHNOLOGIES PLC | 0.20% | |
| APPLIED MATERIALS INC | 0.20% | |
| GOLDMAN SACHS GROUP INC | 0.20% | |
| GENERAL MOTORS CO | 0.19% | |
| INTERCONTINENTAL EXCHANGE INC | 0.19% | |
| ANALOG DEVICES INC | 0.19% | |
| MASTERCARD INC CL A | 0.19% | |
| NEXTERA ENERGY INC | 0.18% | |
| BAKER HUGHES CO | 0.18% | |
| TESLA INC | 0.18% | |
| BERKSHIRE HATH-B | 0.17% | |
| NETFLIX INC | 0.17% | |
| HOME DEPOT INC | 0.17% | |
| NORFOLK SOUTHERN CORP | 0.17% | |
| THERMO FISHER SCIENTIFIC INC | 0.17% | |
| MARRIOTT INTL-A | 0.16% | |
| AVERY DENNISON CORP | 0.16% | |
| EXXON MOBIL CORP | 0.15% | |
| ISHARES RUSSELL 1000 ETF MUTUAL FUND | 0.15% | |
| BIO-TECHNE CORP | 0.15% | |
| HONEYWELL INTL INC | 0.15% | |
| CITIGROUP INC | 0.14% | |
| O'REILLY AUTOMOTIVE INC | 0.14% | |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.12% | |
| COCA-COLA CO/THE | 0.12% | |
| WALMART INC | 0.12% | |
| CISCO SYSTEMS INC | 0.12% |
SWYNX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LARGE-CAP ETF MUTUAL FUND | 52.25% | |
| SCHWAB INTL EQUITY ETF MUTUAL FUND | 23.76% | |
| SCHWAB EMRG MRKTS EQTY ETF MUTUAL FUND | 7.57% | |
| SCHWAB US SMALL-CAP ETF MUTUAL FUND | 6.56% | |
| SCHWAB U S AGGREGATE BOND ETF | 5.12% | |
| SCHWAB US REIT ETF MUTUAL FUND | 4.73% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.