Fund comparison · from official SEC filings
BLUIX vs SWTSX: how much do they overlap?
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND and Schwab Total Stock Market Index Fund
vs
Shared holdings
Company
BLUIX
SWTSX
N
NVDANVIDIA CORP
5.97%
6.95%
A
AAPLAPPLE INC
5.63%
5.71%
A
AMZNAMAZON.COM INC
2.63%
3.71%
G
GOOGLALPHABET INC-CL A
2.39%
3.21%
A
AVGOBROADCOM INC
2.00%
2.84%
G
GOOGALPHABET INC-CL C
1.90%
2.56%
T
TSLATESLA INC
1.14%
1.54%
M
MUMICRON TECHNOLOGY INC
1.28%
0.83%
J
JPMJPMORGAN CHASE & CO
0.40%
1.21%
L
LLYELI LILLY & CO
0.79%
1.06%
E
EXMOCEXXON MOBIL CORP
0.98%
0.92%
F
FIXCOMFORT SYSTEMS USA INC
0.96%
0.09%
P
PLDPROLOGIS INC
0.94%
0.19%
E
EQIXEQUINIX INC
0.90%
0.15%
J
JNJJOHNSON & JOHNSON
0.89%
0.79%
W
WELLWELLTOWER INC
0.83%
0.22%
W
WMTWALMART INC
0.49%
0.83%
A
AMDADVANCED MICRO DEVICES
0.79%
0.83%
V
VVISA INC-CLASS A SHARES
0.26%
0.79%
F
FLEXFLEX LTD
0.68%
0.05%
C
COSTCOSTCO WHOLESALE CORP
0.41%
0.65%
C
CATCATERPILLAR INC
0.64%
0.59%
S
SPGSIMON PROPERTY GROUP INC
0.64%
0.09%
I
INTCINTEL CORP
0.52%
0.64%
D
DLRDIGITAL REALTY TRUST INC
0.60%
0.09%
Only in BLUIX
S
SPXLDIREXION DAILY S&P 500 BULL
3.24%
E
EWYISHARES MSCI SOUTH KOREA ETF
2.96%
I
IAUISHARES GOLD TRUST
2.31%
A
ASHRXTRACKERS HARVEST CSI 300 CH
1.45%
E
EWTISHARES MSCI TAIWAN ETF
1.37%
O
OPERCLEARSHARES ULTRA-SHORT MATU
1.23%
E
ECHISHARES MSCI CHILE ETF
0.62%
D
DRAMROUNDHILL MEMORY ETF
0.52%
A
ALIZYALLIANZ SE - UNSP ADR
0.47%
T
THDISHARES MSCI THAILAND ETF
0.46%
E
EWWISHARES MSCI MEXICO ETF
0.43%
E
EWZISHARES MSCI BRAZIL ETF
0.41%
F
FGXXXFIRST AM GOVT OBLIG-X
0.38%
T
TFFICHESAP TREND FOLLO FI IN ETF
0.37%
S
SMMYYSUMITOMO METAL MININ-UNS ADR
0.36%
S
SFTBYSOFTBANK GROUP CORP-UNSP ADR
0.32%
A
ASMLASML HOLDING NV-NY REG SHS
0.30%
R
RIORIO TINTO PLC-SPON ADR
0.29%
E
EWHISHARES MSCI HONG KONG ETF
0.28%
B
BHPBHP GROUP LTD-SPON ADR
0.28%
S
SMERYSIEMENS ENERGY AG SPON ADR
0.28%
F
FRCOYFAST RETAILING CO-UNSPON ADR
0.28%
T
TOELYTOKYO ELECTRON LTD-UNSP ADR
0.27%
S
SANBANCO SANTANDER SA-SPON ADR
0.27%
T
TDTORONTO-DOMINION BANK
0.27%
Only in SWTSX
M
MSFTMICROSOFT CORP
4.34%
M
METAMETA PLATFORMS INC-CLASS A
1.92%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.25%
M
MAMASTERCARD INC - A
0.59%
N
NFLXNETFLIX INC
0.57%
A
ABBVABBVIE INC
0.54%
P
PGPROCTER & GAMBLE CO/THE
0.49%
H
HDHOME DEPOT INC
0.47%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.46%
W
WFCWELLS FARGO & CO
0.36%
K
KLACKLA CORP
0.33%
I
IBMINTL BUSINESS MACHINES CORP
0.31%
M
MCDMCDONALD'S CORP
0.30%
A
ADIANALOG DEVICES INC
0.28%
D
DISWALT DISNEY CO/THE
0.26%
T
TAT&T INC
0.26%
A
APHAMPHENOL CORP-CL A
0.26%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.26%
T
TJXTJX COMPANIES INC
0.25%
A
AXPAMERICAN EXPRESS CO
0.25%
E
ETNEATON CORP PLC
0.24%
C
CRMSALESFORCE INC
0.24%
I
ISRGINTUITIVE SURGICAL INC
0.23%
A
ABTABBOTT LABORATORIES
0.23%
U
UBERUBER TECHNOLOGIES INC
0.22%
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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.