30,382 funds screened by look-through to their filed holdings
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Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,382
- Reached a verdict
- 18,534
- Compliant
- 283
- Could not be decided
- 11,848
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| SWNRX | Schwab Target 2050 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWNTX | Schwab Tax-Free Bond Fund· SCHWAB INVESTMENTS | Undecided | 464 | — |
| SWOBX | Schwab Balanced Fund· SCHWAB CAPITAL TRUST | Undecided | 7 | — |
| SWORX | Schwab Target 2055 Fund· SCHWAB CAPITAL TRUST | Undecided | 20 | — |
| SWOXX | — | Undecided | 1,392 | — |
| SWPRX | Schwab Target 2060 Fund· SCHWAB CAPITAL TRUST | Undecided | 19 | — |
| SWPXX | — | Undecided | 244 | 18% |
| SWQRX | Schwab Target 2065 Fund· SCHWAB CAPITAL TRUST | Undecided | 18 | — |
| SWRRX | Schwab Target 2070 Fund· SCHWAB CAPITAL TRUST | Undecided | 18 | — |
| SWSFX | Ultra-Short Fixed Income Fund· Northern Funds | Undecided | 273 | 0% |
| SWSXX | — | Undecided | 59 | 59% |
| SWTXX | — | Undecided | 1,392 | — |
| SWVXX | — | Undecided | 773 | 16% |
| SWWXX | — | Undecided | 706 | — |
| SWYAX | Schwab Target 2010 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 8 | — |
| SWYBX | Schwab Target 2015 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 8 | — |
| SWYDX | Schwab Target 2025 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 8 | — |
| SWYEX | Schwab Target 2030 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 9 | — |
| SWYFX | — | Undecided | — | — |
| SWYGX | Schwab Target 2040 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 8 | — |
| SWYHX | Schwab Target 2045 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 8 | — |
| SWYJX | Schwab Target 2055 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 7 | — |
| SWYLX | Schwab Target 2020 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 8 | — |
| SWYMX | Schwab Target 2050 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 7 | — |
| SWYNX | Schwab Target 2060 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 6 | — |
| SWYOX | Schwab Target 2065 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 6 | — |
| SWYPX | Schwab Target 2070 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 6 | — |
| SWYXX | — | Undecided | 412 | — |
| SXBN | — | Undecided | — | — |
| SXDXX | — | Undecided | 13 | 100% |
| SXGR | — | Undecided | — | — |
| SXMAX | SAAT MODERATE STRATEGY ALLOCATION FUND· SEI ASSET ALLOCATION TRUST | Undecided | 6 | — |
| SXPAX | DWS S&P 500 Index Fund· DEUTSCHE DWS INSTITUTIONAL FUNDS | Undecided | 1 | — |
| SXPCX | DWS S&P 500 Index Fund· DEUTSCHE DWS INSTITUTIONAL FUNDS | Undecided | 1 | — |
| SXPRX | DWS S&P 500 Index Fund· DEUTSCHE DWS INSTITUTIONAL FUNDS | Undecided | 1 | — |
| SXQV | — | Undecided | — | — |
| SXQY | — | Undecided | — | — |
| SYBN | — | Undecided | — | — |
| SYML | — | Undecided | — | — |
| SZCXX | — | Undecided | 4 | — |
| SZEAX | DWS Emerging Markets Fixed Income Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Undecided | 112 | 2% |
| SZEIX | DWS Emerging Markets Fixed Income Fund· DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | Undecided | 112 | 2% |
| SZK | ProShares UltraShort Consumer Staples· ProShares Trust | Undecided | 9 | — |
| SZMAX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 332 | 1% |
| SZMCX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 332 | 1% |
| SZMIX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 332 | 1% |
| SZNG | — | Undecided | — | — |
| TAAFX | Transamerica Asset Allocation Intermediate Horizon· TRANSAMERICA FUNDS | Undecided | 12 | — |
| TAAJX | Transamerica Asset Allocation - Conservative Portfolio· TRANSAMERICA FUNDS | Undecided | 37 | — |
| TAAKX | Transamerica Asset Allocation - Growth Portfolio· TRANSAMERICA FUNDS | Undecided | 22 | — |
| TAALX | Transamerica Asset Allocation - Moderate Growth Portfolio· TRANSAMERICA FUNDS | Undecided | 34 | — |
| TAAMX | Transamerica Asset Allocation - Moderate Portfolio· TRANSAMERICA FUNDS | Undecided | 30 | — |
| TAARX | Transamerica Asset Allocation Intermediate Horizon· TRANSAMERICA FUNDS | Undecided | 12 | — |
| TAAWX | American Funds College 2042 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 17 | — |
| TACAX | California Municipal Bond Fund· John Hancock California Tax-Free Income Fund | Undecided | 427 | — |
| TACIX | Transamerica Asset Allocation - Conservative Portfolio· TRANSAMERICA FUNDS | Undecided | 37 | — |
| TACK | FAIRLEAD TACTICAL SECTOR ETF· Capitol Series Trust | Undecided | 9 | — |
| TADAX | — | Undecided | — | — |
| TADXX | — | Undecided | 1 | — |
| TAFAX | American Funds College 2027 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 13 | — |
| TAFCX | American Funds College 2030 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 14 | — |
| TAFEX | American Funds Retirement Income Portfolio - Enhanced· American Funds Retirement Income Portfolio Series | Undecided | 11 | — |
| TAFI | AB Tax-Aware Short Duration Municipal ETF· AB Active ETFs, Inc. | Undecided | 703 | 1% |
| TAFL | AB Tax-Aware Long Municipal ETF· AB Active ETFs, Inc. | Undecided | 146 | 0% |
| TAFM | AB Tax-Aware Intermediate Municipal ETF· AB Active ETFs, Inc. | Undecided | 695 | 1% |
| TAFNX | American Funds Retirement Income Portfolio - Moderate· American Funds Retirement Income Portfolio Series | Undecided | 10 | — |
| TAFTX | Tax-Exempt Fund of California· American Funds Tax Exempt Series II / CA | Undecided | 1,850 | 1% |
| TAFXX | — | Undecided | 40 | 67% |
| TAGGX | Goldman Sachs Tax-Advantaged Global Equity Portfolio· Goldman Sachs Trust | Undecided | 66 | 0% |
| TAGIX | Transamerica Asset Allocation - Growth Portfolio· TRANSAMERICA FUNDS | Undecided | 22 | — |
| TAGS | — | Undecided | — | — |
| TAGXX | — | Undecided | 1 | — |
| TAHHX | American High-Income Municipal Bond Fund | Undecided | 4,113 | 3% |
| TAIAX | American Funds Tax-Aware Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 19 | 0% |
| TAICX | American Funds Tax-Aware Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 19 | 0% |
| TAIFX | American Funds Tax-Aware Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 19 | 0% |
| TAJEX | Transamerica High Yield ESG· TRANSAMERICA FUNDS | Undecided | — | — |
| TAJX | — | Undecided | — | — |
| TAKJX | Transamerica High Yield ESG· TRANSAMERICA FUNDS | Undecided | — | — |
| TALFX | Transamerica Asset Allocation Long Horizon· TRANSAMERICA FUNDS | Undecided | 12 | — |
| TALRX | Transamerica Asset Allocation Long Horizon· TRANSAMERICA FUNDS | Undecided | 12 | — |
| TAMBX | Municipal Opportunities Fund· John Hancock Municipal Securities Trust | Undecided | 921 | — |
| TAMUX | Transamerica Intermediate Muni· TRANSAMERICA FUNDS | Undecided | 843 | — |
| TAMXX | — | Undecided | 141 | 45% |
| TANX | — | Undecided | — | — |
| TAOXX | — | Undecided | 1 | — |
| TAPR | — | Undecided | — | — |
| TAQXX | — | Undecided | 1 | — |
| TARK | Tradr 2X Long Innovation ETF· INVESTMENT MANAGERS SERIES TRUST II | Undecided | 4 | — |
| TASE | — | Undecided | — | — |
| TATAX | American Funds Tax-Aware Conservative Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 19 | 0% |
| TATEX | American Funds Tax-Exempt Fund of New York | Undecided | 260 | 0% |
| TATXX | — | Undecided | 78 | 52% |
| TAVSX | Transamerica High Yield ESG· TRANSAMERICA FUNDS | Undecided | — | — |
| TAWN | — | Undecided | — | — |
| TAXE | T. Rowe Price Intermediate Municipal Income ETF· T. Rowe Price Exchange-Traded Funds, Inc. | Undecided | 579 | 0% |
| TAXF | American Century Diversified Municipal Bond ETF· American Century ETF Trust | Undecided | 755 | 1% |
| TAXI | Northern Trust Intermediate Tax-Exempt Bond ETF· Northern Funds | Undecided | 2,397 | — |
| TAXM | — | Undecided | — | — |
| TAXS | Northern Trust Short-Term Tax-Exempt Bond ETF· Northern Funds | Undecided | 1,531 | — |
30,382 funds · page 288 of 304