Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IVE vs SWLVX
Shared holdings
389
IVE covered by SWLVX
65.35%
SWLVX covered by IVE
65.35%
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.
IVE (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 6.89% | |
| AMAZON.COM INC | 3.54% | |
| EXXON MOBIL CORP | 2.62% | |
| WALMART INC | 2.02% | |
| COSTCO WHOLESALE CORP | 1.64% | |
| TESLA INC | 1.47% | |
| CHEVRON CORP | 1.43% | |
| PROCTER & GAMBLE | 1.24% | |
| HOME DEPOT INC | 1.21% | |
| BANK OF AMERICA CORPORATION | 1.20% | |
| MERCK & CO | 1.10% | |
| JPMORGAN CHASE and CO | 0.94% | |
| WELLS FARGO & CO | 0.91% | |
| UNITEDHEALTH GRP | 0.91% | |
| JOHNSON&JOHNSON | 0.89% | |
| LINDE PLC | 0.86% | |
| VISA INC-CLASS A | 0.85% | |
| PEPSICO INC | 0.79% | |
| VERIZON COMMUNICATIONS INC | 0.78% | |
| ABBVIE INC | 0.77% | |
| INTEL CORP | 0.77% | |
| AT&T INC | 0.75% | |
| CITIGROUP INC | 0.73% | |
| NEXTERA ENERGY INC | 0.72% | |
| THERMO FISHER SCIENTIFIC INC | 0.68% | |
| ABBOTT LABS | 0.66% | |
| TEXAS INSTRUMENTS INC | 0.65% | |
| SALESFORCE INC | 0.65% | |
| COCA-COLA CO/THE | 0.63% | |
| WALT DISNEY CO/T | 0.63% | |
| CONOCOPHILLIPS | 0.60% | |
| PFIZER INC | 0.59% | |
| SCHWAB CHARLES CORP | 0.58% | |
| ANALOG DEVICES INC | 0.58% | |
| CISCO SYSTEMS INC | 0.53% | |
| UNION PACIFIC CORP | 0.53% | |
| HONEYWELL INTL INC | 0.53% | |
| GENERAL ELECTRIC CO | 0.53% | |
| DEERE & CO | 0.53% | |
| EATON CORP PLC | 0.51% | |
| BLACKROCK INC | 0.51% | |
| QUALCOMM INC | 0.51% | |
| MASTERCARD INC CL A | 0.50% | |
| LOWES COS INC | 0.49% | |
| MCDONALDS CORP | 0.46% | |
| BRISTOL-MYERS SQUIBB CO | 0.46% | |
| PROLOGIS INC REIT | 0.45% | |
| LOCKHEED MARTIN CORP | 0.45% | |
| ACCENTURE PLC CL A | 0.45% | |
| ORACLE CORP | 0.44% |
SWLVX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| BERKSHIRE HATH-B | 2.83% | |
| JPMORGAN CHASE and CO | 2.65% | |
| ALPHABET INC CL A | 2.22% | |
| AMAZON.COM INC | 2.01% | |
| EXXON MOBIL CORP | 1.90% | |
| ALPHABET INC CL C | 1.81% | |
| JOHNSON&JOHNSON | 1.74% | |
| WALMART INC | 1.49% | |
| MICRON TECHNOLOGY INC | 1.48% | |
| PROCTER & GAMBLE | 1.14% | |
| CHEVRON CORP | 1.06% | |
| BANK OF AMERICA CORPORATION | 1.04% | |
| CISCO SYSTEMS INC | 0.99% | |
| INTL BUS MACH CORP | 0.91% | |
| WELLS FARGO & CO | 0.91% | |
| PHILIP MORRIS INTL INC | 0.89% | |
| META PLATFORMS INC CL A | 0.89% | |
| MERCK & CO | 0.89% | |
| RTX CORP | 0.86% | |
| CATERPILLAR INC | 0.85% | |
| UNITEDHEALTH GRP | 0.83% | |
| GOLDMAN SACHS GROUP INC | 0.83% | |
| THERMO FISHER SCIENTIFIC INC | 0.70% | |
| LINDE PLC | 0.68% | |
| MCDONALDS CORP | 0.68% | |
| MORGAN STANLEY | 0.67% | |
| INTEL CORP | 0.65% | |
| WALT DISNEY CO/T | 0.65% | |
| ABBOTT LABS | 0.60% | |
| VERIZON COMMUNICATIONS INC | 0.60% | |
| APPLIED MATERIALS INC | 0.59% | |
| NEXTERA ENERGY INC | 0.58% | |
| PEPSICO INC | 0.58% | |
| AT&T INC | 0.58% | |
| SALESFORCE INC | 0.56% | |
| BLACKROCK INC | 0.54% | |
| CITIGROUP INC | 0.54% | |
| ACCENTURE PLC CL A | 0.53% | |
| SCHWAB CHARLES CORP | 0.51% | |
| S&P GLOBAL INC | 0.51% | |
| ADV MICRO DEVICE | 0.50% | |
| ANALOG DEVICES INC | 0.49% | |
| PFIZER INC | 0.48% | |
| BOEING CO/THE | 0.48% | |
| LOWES COS INC | 0.48% | |
| COCA-COLA CO/THE | 0.47% | |
| HONEYWELL INTL INC | 0.46% | |
| DANAHER CORP | 0.44% | |
| EATON CORP PLC | 0.44% | |
| CAPITAL ONE FINANCIAL CORP | 0.44% |
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