Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LGWIX vs XNAV
Shared holdings
2
LGWIX covered by XNAV
8.04%
XNAV covered by LGWIX
8.04%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 12 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
LGWIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SCHWAB US LG VAL | 26.63% | |
| SCHW-US L/C GRW | 20.54% | |
| WisdomTree U.S. Value Fund | 9.13% | |
| Avantis U.S. Small Cap Value ETF | 7.40% | |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 5.42% | |
| INVESCO S&P SMAL | 5.15% | |
| FMR-ENH INTL | 5.06% | |
| Invesco Total Return Bond ETF | 4.97% | |
| JPM HG EQ ETF | 4.84% | |
| Vanguard Intermediate-Term Bond ETF | 4.00% | |
| PIMCO Active Bond Exchange-Traded Fund | 3.99% | |
| FRST AM-GV OB-X | 2.87% |
XNAV (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 14.61% | |
| VANGUARD GRW ETF | 8.05% | |
| SCHW-US L/C GRW | 6.76% | |
| ISHARES MSCI EAFE VALUE ETF MUTUAL FUND | 5.42% | |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 5.37% | |
| SPDR GOLD SHARES ETF | 5.33% | |
| iShares MSCI USA Value Factor ETF | 5.32% | |
| ISHARES MSCI SOUTH KOREA ETF | 4.62% | |
| GLOBAL X LITHIUM & BATTERY T MUTUAL FUND | 4.36% | |
| AVANTIS INTL S/C | 4.30% | |
| Pacer Funds Trust - Pacer Trendpilot 100 ETF | 3.79% | |
| V/E SEMICONDUCT | 3.51% | |
| ISHARES MSCI SOUTH AFRICA ET MUTUAL FUND | 3.50% | |
| iShares Global Clean Energy ETF | 3.45% | |
| ISHARES MSCI MEXICO ETF MUTUAL FUND | 3.44% | |
| SPDR EURO STOXX 50 ETF MUTUAL FUND | 3.20% | |
| State Street SPDR S&P Kensho New Economies Composite ETF | 3.18% | |
| State Street SPDR S&P Semiconductor ETF | 3.14% | |
| INVES NASDAQ 100 | 2.70% | |
| ARK NEXT GENERATION INTERNET MUTUAL FUND | 2.33% | |
| State Street SPDR S&P Kensho Clean Power ETF | 2.33% | |
| FRST AM-GV OB-X | 1.28% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.