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VGOSX vs TWCGX

Shared holdings
20
VGOSX covered by TWCGX
62.68%
TWCGX covered by VGOSX
62.68%

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.

VGOSX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP13.40%
APPLE INC12.01%
ALPHABET INC CL A8.25%
MICROSOFT CORP7.93%
BROADCOM INC5.47%
AMAZON.COM INC4.77%
LILLY ELI and CO3.26%
VISA INC-CLASS A3.13%
TESLA INC2.59%
META PLATFORMS INC CL A1.59%
HOWMET AEROSPACE INC1.57%
LAM RESEARCH CORP1.52%
PALANTIR TECHNOLOGIES INC1.41%
SPOTIFY TECHNOLOGY SA1.32%
COCA-COLA CO/THE1.25%
LOWES COS INC1.20%
MCKESSON CORP1.16%
HEICO CORP1.16%
SNOWFLAKE INC CL A1.14%
O'REILLY AUTOMOTIVE INC1.12%
VERTEX PHARMACEUTICALS INC1.08%
COMFORT SYSTEMS USA INC1.07%
DOLLAR TREE INC1.03%
ROYAL CARIBBEAN CRUISES LTD1.01%
CUMMINS INC0.99%
CLOUDFLARE INC-A0.94%
INTUITIVE SURGICAL INC0.90%
WILLIAMS-SONOMA INC0.90%
MONOLITHIC POWER SYS INC0.89%
VERTIV HOLDINGS CO0.88%
VULCAN MATERIALS CO0.85%
MICRON TECHNOLOGY INC0.85%
SHERWIN WILLIAMS CO0.82%
STARBUCKS CORP0.81%
ROCKET COS INC-A0.81%
DOORDASH INC-A0.78%
APPLOVIN CORP0.78%
CROWDSTRIKE HOLDINGS INC0.78%
ONTO INNOVATION INC0.77%
AXON ENTERPRISE INC0.76%
REGENERON PHARMACEUTICALS INC0.71%
LPL FINL HLDGS INC0.70%
WALMART INC0.67%
WELLTOWER INC0.63%
ROBLOX CORP - A0.62%
ASTRAZENECA PLC0.58%
WATERS CORP0.58%
VISTRA CORP0.55%
REDDIT INC-A0.52%
DANAHER CORP0.49%

TWCGX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP13.36%
MICROSOFT CORP10.99%
APPLE INC8.72%
ALPHABET INC CL A8.32%
BROADCOM INC5.40%
AMAZON.COM INC4.82%
META PLATFORMS INC CL A3.75%
MASTERCARD INC CL A3.36%
LILLY ELI and CO3.31%
TESLA INC3.06%
ABBVIE INC1.81%
COSTCO WHOLESALE CORP1.80%
GENERAL ELECTRIC CO1.39%
NETFLIX INC1.32%
LAM RESEARCH CORP1.10%
AMPHENOL CORPORATION CL A1.03%
GE VERNOVA LLC1.03%
HOME DEPOT INC1.01%
INTUITIVE SURGICAL INC0.95%
CADENCE DESIGN SYSTEMS INC0.93%
UBER TECHNOLOGIES INC0.93%
APPLOVIN CORP0.91%
VERTEX PHARMACEUTICALS INC0.78%
CROWDSTRIKE HOLDINGS INC0.74%
TAIWAN SEMIC MFG CO LTD SP ADR0.72%
SERVICENOW INC0.69%
SNOWFLAKE INC CL A0.68%
O'REILLY AUTOMOTIVE INC0.67%
APPLIED MATERIALS INC0.61%
CENCORA INC0.57%
TRANE TECHNOLOGI0.56%
TJX COS INC0.53%
OKTA INC CL A0.52%
PARKER HANNIFIN CORP0.51%
WORKDAY INC CL A0.51%
S&P GLOBAL INC0.50%
XYLEM INC0.48%
ASML Holding NV0.48%
Spotify Technology SA0.47%
GOLDMAN SACHS GROUP INC0.46%
MONGODB INC CL A0.45%
DYNATRACE INC0.45%
PALANTIR TECHNOLOGIES INC0.44%
DATADOG INC CL A0.43%
PROCTER & GAMBLE0.42%
EXPEDIA INC0.41%
ZOETIS INC CL A0.40%
AIRBNB INC CLASS A0.40%
APOLLO GLOBAL MANAGEMENT INC0.39%
ANALOG DEVICES INC0.37%

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