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TDVG vs PFM

Shared holdings
65
TDVG covered by PFM
49.30%
PFM covered by TDVG
49.30%

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.

TDVG (March 31, 2026)

SecurityWeight
APPLE INC5.11%
MICROSOFT CORP4.47%
BROADCOM INC3.25%
JPMORGAN CHASE and CO3.05%
VISA INC-CLASS A2.57%
EXXON MOBIL CORP2.11%
CHUBB LTD2.07%
GENERAL ELECTRIC CO2.05%
WALMART INC1.92%
BANK OF AMERICA CORPORATION1.80%
ROSS STORES INC1.69%
LILLY ELI and CO1.57%
LINDE PLC1.56%
KLA CORP1.56%
ANALOG DEVICES INC1.55%
COCA-COLA CO/THE1.47%
MORGAN STANLEY1.47%
CONOCOPHILLIPS1.41%
SCHWAB CHARLES CORP1.41%
HILTON WORLDWIDE HOLDINGS INC1.41%
AMERICAN EXPRESS CO1.39%
NORTHROP GRUMMAN CORP1.38%
MCKESSON CORP1.37%
AstraZeneca PLC ORD USD0.251.37%
DEERE & CO1.32%
HOME DEPOT INC1.31%
AMEREN CORP1.30%
MARSH & MCLENNAN1.29%
ABBVIE INC1.28%
HOWMET AEROSPACE INC1.28%
GILEAD SCIENCES INC1.16%
T-MOBILE US INC1.15%
THERMO FISHER SCIENTIFIC INC1.15%
UNITEDHEALTH GRP1.15%
MCDONALDS CORP1.14%
PHILIP MORRIS INTL INC1.08%
AMPHENOL CORPORATION CL A1.06%
UNION PACIFIC CORP1.06%
WASTE CONNECTIONS INC1.04%
COLGATE-PALMOLIVE CO1.04%
CATERPILLAR INC1.01%
TAIWAN SEMIC MFG CO LTD SP ADR1.00%
CISCO SYSTEMS INC0.99%
SHERWIN WILLIAMS CO0.97%
QUEST DIAGNOSTICS INC0.96%
STRYKER CORP0.95%
TE CONNECTIVITY0.95%
MONDELEZ INTL INC0.92%
ATMOS ENERGY CORP0.91%
EQUITY RESIDENTIAL REIT0.91%

PFM (Jan. 31, 2026)

SecurityWeight
LILLY ELI and CO3.77%
WALMART INC3.66%
APPLE INC3.64%
MICROSOFT CORP3.42%
BROADCOM INC3.21%
JPMORGAN CHASE and CO3.21%
EXXON MOBIL CORP2.29%
JOHNSON&JOHNSON2.10%
VISA INC-CLASS A2.09%
MASTERCARD INC CL A1.85%
ORACLE CORP1.80%
COSTCO WHOLESALE CORP1.60%
ABBVIE INC1.51%
BANK OF AMERICA CORPORATION1.49%
HOME DEPOT INC1.43%
CHEVRON CORP1.37%
PROCTER & GAMBLE1.36%
COCA-COLA CO/THE1.24%
CISCO SYSTEMS INC1.19%
CATERPILLAR INC1.18%
LAM RESEARCH CORP1.13%
MORGAN STANLEY1.12%
INTL BUS MACH CORP1.10%
GOLDMAN SACHS GROUP INC1.08%
PHILIP MORRIS INTL INC1.07%
MERCK & CO1.05%
RTX CORP1.04%
UNITEDHEALTH GRP1.00%
MCDONALDS CORP0.86%
LINDE PLC0.82%
PEPSICO INC0.81%
TEXAS INSTRUMENTS INC0.75%
ABBOTT LABS0.73%
VERIZON COMMUNICATIONS INC0.72%
KLA CORP0.72%
AMGEN INC0.71%
NEXTERA ENERGY INC0.70%
AMPHENOL CORPORATION CL A0.68%
BLACKROCK INC0.67%
ACCENTURE PLC-A0.63%
QUALCOMM INC0.62%
S&P GLOBAL INC0.61%
DANAHER CORP0.59%
ANALOG DEVICES INC0.58%
PFIZER INC0.58%
LOWES COS INC0.58%
LOCKHEED MARTIN CORP0.56%
HONEYWELL INTL INC0.56%
STRYKER CORP0.54%
UNION PACIFIC CORP0.54%

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