Fund comparison · from official SEC filings
BRES vs SWTSX: how much do they overlap?
Burney U.S. Equity Select ETF and Schwab Total Stock Market Index Fund
vs
Shared holdings
Company
BRES
SWTSX
N
NVDANVIDIA CORP
3.26%
6.95%
A
AAPLAPPLE INC
3.69%
5.71%
M
MSFTMICROSOFT CORP
2.07%
4.34%
A
AMZNAMAZON.COM INC
1.62%
3.71%
A
AVGOBROADCOM INC
3.57%
2.84%
G
GOOGLALPHABET INC-CL A
3.54%
3.21%
A
ANETARISTA NETWORKS INC
2.67%
0.26%
G
GOOGALPHABET INC-CL C
0.49%
2.56%
L
LRCXLAM RESEARCH CORP
2.29%
0.46%
M
MCKMCKESSON CORP
2.00%
0.14%
M
METAMETA PLATFORMS INC-CLASS A
2.00%
1.92%
A
ALSNALLISON TRANSMISSION HOLDING
1.81%
0.02%
C
CBOECBOE GLOBAL MARKETS INC
1.73%
0.04%
T
TRGPTARGA RESOURCES CORP
1.64%
0.08%
T
TSLATESLA INC
0.07%
1.54%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.93%
1.25%
C
COFCAPITAL ONE FINANCIAL CORP
1.22%
0.17%
J
JPMJPMORGAN CHASE & CO
1.21%
1.21%
P
PANWPALO ALTO NETWORKS INC
1.20%
0.21%
M
MPWRMONOLITHIC POWER SYSTEMS INC
1.17%
0.11%
P
PHPARKER HANNIFIN CORP
1.09%
0.16%
L
LLYELI LILLY & CO
0.50%
1.06%
N
NFLXNETFLIX INC
0.99%
0.57%
C
CORCENCORA INC
0.96%
0.09%
E
EXMOCEXXON MOBIL CORP
0.23%
0.92%
Only in BRES
B
BRNYBURNEY US FACTOR ROTATION
2.39%
F
FGXXXFIRST AM GOVT OBLIG-X
0.42%
S
SPYSS SPDR S&P 500 ETF TRUST-US
0.41%
I
IVVISHARES CORE S&P 500 ETF
0.40%
F
FNVFRANCO-NEVADA CORP
0.38%
Q
QQQINVESCO QQQ TRUST SERIES 1
0.34%
V
VTIVANGUARD TOTAL STOCK MKT ETF
0.25%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.24%
S
SLFSUN LIFE FINANCIAL INC
0.22%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
0.22%
V
VBVANGUARD SMALL-CAP ETF
0.21%
S
SPYVSS SPDR P S&P 500 VALUE ETF
0.18%
V
VOOVANGUARD S&P 500 ETF
0.15%
N
NGGNATIONAL GRID PLC-SP ADR
0.15%
B
BBARRICK MINING CORP
0.09%
A
AERAERCAP HOLDINGS NV
0.08%
A
ASML 1.375 07.07.26ASML HOLDING NV
0.08%
A
AZNSASTRAZENECA PLC
0.08%
V
VUGVANGUARD GROWTH ETF
0.08%
O
ONEQFIDELITY NASDAQ COMP INDX
0.08%
S
SUSUNCOR ENERGY INC
0.07%
V
VIGVANGUARD DIVIDEND APPREC ETF
0.07%
B
BPBP PLC-SPONS ADR
0.07%
D
DFUSDIMENSIONAL US EQ MKT ETF
0.06%
M
MKC.VMCCORMICK & CO INC VTG COM
0.06%
Only in SWTSX
S
SNDKSANDISK CORP
0.23%
H
HONHONEYWELL INTERNATIONAL INC
0.19%
A
ACNACCENTURE PLC-CL A
0.16%
M
MDTMEDTRONIC PLC
0.15%
J
JCIJOHNSON CONTROLS INTERNATION
0.13%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.12%
U
UPSUNITED PARCEL SERVICE-CL B
0.12%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.11%
A
AEPAMERICAN ELECTRIC POWER
0.11%
B
BEBLOOM ENERGY CORP- A
0.11%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.09%
N
NETCLOUDFLARE INC - CLASS A
0.09%
D
DASHDOORDASH INC - A
0.09%
C
COHRCOHERENT CORP
0.09%
A
APOAPOLLO GLOBAL MANAGEMENT INC
0.09%
L
LNGCHENIERE ENERGY INC
0.09%
O
OKEONEOK INC
0.08%
C
CVNACARVANA CO
0.08%
T
TERTERADYNE INC
0.08%
A
AJGARTHUR J GALLAGHER & CO
0.08%
N
NKENIKE INC -CL B
0.08%
F
FERGFERGUSON ENTERPRISES INC
0.08%
P
PSAPUBLIC STORAGE
0.07%
B
BDXBECTON DICKINSON AND CO
0.06%
V
VTRVENTAS INC
0.06%
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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.