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SEQAX vs TLGUX

Shared holdings
90
SEQAX covered by TLGUX
26.89%
TLGUX covered by SEQAX
26.89%

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.

SEQAX (Sept. 30, 2024)

SecurityWeight
NVIDIA CORP3.20%
APPLE INC3.17%
MICROSOFT CORP3.03%
ALPHABET INC CL C2.07%
AMAZON.COM INC1.74%
ISHARES MSCI EAFE ETF MUTUAL FUND1.44%
SPDR S&P 500 ETF Trust1.43%
HOME DEPOT INC1.25%
JOHNSON&JOHNSON1.25%
NOVO NORDISK-B1.15%
INTL BUS MACH CORP1.15%
WALMART INC1.09%
VERIZON COMMUNICATIONS INC1.07%
GOLDMAN SACHS GROUP INC1.05%
PEPSICO INC1.02%
SOUTHERN CO1.02%
CISCO SYSTEMS INC0.99%
META PLATFORMS INC CL A0.99%
DUKE ENERGY CORP NEW0.93%
TEXAS INSTRUMENTS INC0.90%
COLGATE-PALMOLIVE CO0.89%
AXA0.89%
LOCKHEED MARTIN CORP0.89%
ENTERGY CORP0.89%
ALTRIA GROUP INC0.88%
SIMON PROPERTY0.88%
AVALONBAY COMMUNITIES INC REIT0.85%
SMURFIT WESTROCK PLC0.85%
INTESA SANPAOLO0.84%
GENERALI ASSIC0.83%
WESTPAC BANKING CORPORATION0.83%
BANK OF NEW YORK MELLON CORP0.83%
CONSOLIDATED EDISON INC0.82%
MCDONALDS CORP0.82%
UNITED OVERSEAS0.82%
NATL AUST BANK0.82%
ARISTA NETWORKS INC0.81%
ELEVANCE HEALTH INC0.80%
BERKSHIRE HATH-B0.79%
TE CONNECTIVITY PLC0.78%
VICI PROPERTIES0.77%
PHILLIPS 660.77%
MARATHON PETROLEUM CORP0.77%
CVS HEALTH CORP0.76%
UNITEDHEALTH GRP0.76%
UNICREDIT SPA0.76%
COGNIZANT TECH SOLUTIONS CL A0.76%
WASTE CONNECTIONS INC0.76%
GARMIN LTD0.75%
KRAFT HEINZ CO/T0.74%

TLGUX (Nov. 30, 2024)

SecurityWeight
MICROSOFT CORP5.47%
NVIDIA CORP4.60%
APPLE INC4.38%
AMAZON.COM INC3.66%
META PLATFORMS INC CL A2.05%
ALPHABET INC CL A1.73%
JPMORGAN CHASE and CO1.51%
VISA INC-CLASS A1.44%
ALPHABET INC CL C1.39%
BERKSHIRE HATH-B1.36%
UNITEDHEALTH GRP1.31%
NETFLIX INC1.25%
TESLA INC1.24%
MASTERCARD INC CL A1.06%
BROADCOM INC1.05%
EXXON MOBIL CORP0.98%
LILLY ELI and CO0.84%
THERMO FISHER SCIENTIFIC INC0.79%
FUTURE CONTRACT ON S&P500 EMINI FUT DEC24 0.000000000.73%
BANK OF AMERICA CORPORATION0.73%
INTUIT INC0.72%
PROCTER & GAMBLE0.68%
WELLS FARGO & CO0.65%
ADOBE INC0.65%
ABBVIE INC0.64%
COSTCO WHOLESALE CORP0.64%
PROGRESSIVE CORP OHIO0.63%
JOHNSON&JOHNSON0.61%
BROOKFIELD CORP CL A0.60%
S&P GLOBAL INC0.59%
RTX CORP0.58%
TRANSDIGM GROUP INC0.57%
WALT DISNEY CO/T0.56%
ORACLE CORP0.55%
CISCO SYSTEMS INC0.54%
SALESFORCE INC0.54%
ABBOTT LABS0.53%
DANAHER CORP0.52%
BLACKROCK INC0.52%
BOSTON SCIENTIFIC CORP0.50%
HOME DEPOT INC0.50%
CATERPILLAR INC0.49%
KKR & CO INC0.48%
CADENCE DESIGN SYSTEMS INC0.48%
WALMART INC0.47%
LOWES COS INC0.47%
HONEYWELL INTL INC0.47%
MERCK & CO0.46%
PEPSICO INC0.46%
NEXTERA ENERGY INC0.44%

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