PORTFOLIO LOOK-THROUGH
See the companies hiding inside your funds.
Enter the current dollar value of your stocks, ETFs, and index funds. We’ll combine direct and indirect ownership into one clear view.
STEP 1
Add your investments
Portfolio entered
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Copies your tickers and amounts so you can keep them in a notes file.
Next time, use Enter a saved portfolio. We never receive it.
YOUR LOOK-THROUGH
Your underlying company exposure
| Company | Total exposure | Portfolio | Direct | Through funds | Equivalent source |
|---|
How to read this
“Through funds” is estimated by multiplying each fund’s dollar value by its reported holding weight. You own economic exposure to these companies—not the underlying shares directly.
FUNDS WE LOOK THROUGH
Any other ticker is treated as an individual stock.