Fund comparison · from official SEC filings
BBTLX vs IWB: how much do they overlap?
Bridge Builder Tax Managed Large Cap Fund and iShares Russell 1000 ETF
vs
BBTLX and IWB are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BBTLX
IWB
N
NVDANVIDIA CORP
6.59%
6.77%
A
AAPLAPPLE INC
4.73%
6.07%
M
MSFTMICROSOFT CORP
4.81%
4.55%
G
GOOGLALPHABET INC-CL A
3.91%
2.77%
A
AMZNAMAZON.COM INC
2.43%
3.31%
A
AVGOBROADCOM INC
2.56%
2.37%
G
GOOGALPHABET INC-CL C
1.78%
2.25%
M
METAMETA PLATFORMS INC-CLASS A
1.98%
2.07%
E
EXMOCEXXON MOBIL CORP
1.74%
1.19%
T
TSLATESLA INC
0.50%
1.74%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.59%
1.47%
N
NFLXNETFLIX INC
1.44%
0.68%
L
LLYELI LILLY & CO
1.42%
1.22%
V
VVISA INC-CLASS A SHARES
1.37%
0.84%
B
BACBANK OF AMERICA CORP
1.36%
0.53%
J
JPMJPMORGAN CHASE & CO
1.11%
1.33%
C
CVXCHEVRON CORP
1.22%
0.64%
E
ETRENTERGY CORP
1.02%
0.08%
W
WMTWALMART INC
1.01%
0.90%
J
JNJJOHNSON & JOHNSON
0.84%
0.98%
M
MAMASTERCARD INC - A
0.81%
0.67%
S
SYKSTRYKER CORP
0.76%
0.19%
U
UNHUNITEDHEALTH GROUP INC
0.74%
0.41%
C
COSTCOSTCO WHOLESALE CORP
0.05%
0.73%
B
BABOEING CO/THE
0.73%
0.25%
Only in BBTLX
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.32%
A
ASMLASML HOLDING NV-NY REG SHS
0.77%
?
—HONEYWELL INTERNATIONAL INC
0.52%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.50%
E
ENBENBRIDGE INC
0.46%
S
SNYSANOFI-ADR
0.32%
K
KNFKNIFE RIVER CORP
0.30%
W
WMGWARNER MUSIC GROUP CORP-CL A
0.29%
A
ADYEYADYEN NV-UNSPON ADR
0.29%
P
PAGPPLAINS GP HOLDINGS LP-CL A
0.26%
A
ASMIYASM INTERNATIONAL-NY REG SHS
0.26%
D
DD 5.419 11.15.48DUPONT DE NEMOURS INC
0.25%
G
GPGIGPGI INC
0.23%
S
SHOPSHOPIFY INC - CLASS A
0.22%
A
AERAERCAP HOLDINGS NV
0.21%
M
MELIMERCADOLIBRE INC
0.17%
S
SESEA LTD-ADR
0.14%
A
ARGXARGENX SE - ADR
0.14%
U
ULUNILEVER PLC-SPONSORED ADR
0.09%
F
FNFABRINET
0.09%
F
FIGFIGMA INC-CL A
0.09%
T
TSEMTOWER SEMICONDUCTOR LTD
0.08%
N
NXPINXP SEMICONDUCTORS NV
0.05%
E
ERIEERIE INDEMNITY COMPANY-CL A
0.04%
T
TELTE CONNECTIVITY PLC
0.04%
Only in IWB
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.66%
I
IBMINTL BUSINESS MACHINES CORP
0.37%
P
PEPPEPSICO INC
0.35%
V
VZVERIZON COMMUNICATIONS INC
0.35%
M
MSMORGAN STANLEY
0.31%
P
PFEPFIZER INC
0.26%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.24%
W
WELLWELLTOWER INC
0.23%
L
LOWLOWE'S COS INC
0.22%
C
CMCSACOMCAST CORP-CLASS A
0.17%
A
ADBEADOBE INC
0.17%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.16%
W
WDCWESTERN DIGITAL CORP
0.15%
S
SNDKSANDISK CORP
0.15%
C
CVSCVS HEALTH CORP
0.15%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.15%
M
MRVLMARVELL TECHNOLOGY INC
0.14%
B
BNYBANK OF NEW YORK MELLON CORP
0.14%
S
SLBSLB LTD
0.13%
F
FDXFEDEX CORP
0.13%
M
MDLZMONDELEZ INTERNATIONAL INC-A
0.12%
U
UPSUNITED PARCEL SERVICE-CL B
0.12%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.12%
E
ELVELEVANCE HEALTH INC
0.11%
N
NETCLOUDFLARE INC - CLASS A
0.11%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.