Verdicts genuinely change. Free email alert the moment VWELX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
VANGUARD WELLINGTON FUND
1,637 holdings
NON-COMPLIANT 33.90% of portfolio weight is in non-compliant holdings, over the 5% threshold.
9.24% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
1,637 holdings, 880 matched (84% of weight). Portfolio as of 2026-05-31, filed 2026-07-29. Source: SEC Form N-PORT.
2.66% of this portfolio’s income is non-permissible — weighted across holdings, computed over 67% of portfolio weight (500 of 1637 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
35.1% compliant 15.2% questionable 33.9% non-compliant 15.6% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| NVDA NVIDIA Corp | COMPLIANT | 5.14% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| GOOG Alphabet Inc | QUESTIONABLE | 4.80% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| AAPL Apple Inc | COMPLIANT | 4.09% | AAOIFI2.1% Usmani21.5% Dow Jones Islamic2.2% S&P Shariah2.4% MSCI Islamic21.5% MSCI Islamic M-Series2.4% FTSE Shariah21.5% |
| MSFT Microsoft Corp | QUESTIONABLE | 3.76% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| AMZN Amazon.com Inc | QUESTIONABLE | 3.45% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AVGO Broadcom Inc | COMPLIANT | 2.71% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| META Meta Platforms Inc | QUESTIONABLE | 1.69% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| BlackRock Funding Inc/DE | UNSCREENED | 1.38% | no in-house ratios for this holding |
| LLY Eli Lilly & Co | COMPLIANT | 1.22% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| AMD Advanced Micro Devices Inc | COMPLIANT | 1.15% | AAOIFI0.5% Usmani5.1% Dow Jones Islamic1.2% S&P Shariah1.3% MSCI Islamic5.1% MSCI Islamic M-Series1.3% FTSE Shariah3.8% |
| MU Micron Technology Inc | COMPLIANT | 1.10% | AAOIFI0.6% Usmani6.7% Dow Jones Islamic1.8% S&P Shariah2.4% MSCI Islamic4.8% MSCI Islamic M-Series2.4% FTSE Shariah4.3% |
| MA Mastercard Inc | COMPLIANT | 0.99% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| MRK Merck & Co Inc | COMPLIANT | 0.95% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| INTC Intel Corp | COMPLIANT | 0.93% | AAOIFI9.2% Usmani25.0% Dow Jones Islamic23.9% S&P Shariah26.3% MSCI Islamic25.0% MSCI Islamic M-Series26.3% FTSE Shariah25.0% |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.90% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NDAQ Nasdaq Inc | NON_COMPLIANT | 0.90% | AAOIFI17.2% Usmani34.1% Dow Jones Islamic19.3% S&P Shariah21.8% MSCI Islamic34.1% MSCI Islamic M-Series21.8% FTSE Shariah32.0% |
| DVN Devon Energy Corp | COMPLIANT | 0.84% | AAOIFI22.3% Usmani16.8% Dow Jones Islamic46.9% S&P Shariah45.5% MSCI Islamic16.7% MSCI Islamic M-Series45.5% FTSE Shariah16.1% |
| SPG Simon Property Group Inc | NON_COMPLIANT | 0.84% | AAOIFI42.4% Usmani72.3% Dow Jones Islamic57.5% S&P Shariah63.8% MSCI Islamic72.3% MSCI Islamic M-Series63.8% FTSE Shariah72.3% |
| TXN Texas Instruments Inc | COMPLIANT | 0.83% | AAOIFI5.9% Usmani39.2% Dow Jones Islamic7.6% S&P Shariah8.1% MSCI Islamic39.2% MSCI Islamic M-Series8.1% FTSE Shariah39.2% |
| TRGP Targa Resources Corp | NON_COMPLIANT | 0.82% | AAOIFI31.5% Usmani71.4% Dow Jones Islamic46.4% S&P Shariah55.1% MSCI Islamic68.7% MSCI Islamic M-Series55.1% FTSE Shariah68.7% |
| TSLA Tesla Inc | COMPLIANT | 0.81% | AAOIFI1.1% Usmani10.8% Dow Jones Islamic1.3% S&P Shariah1.5% MSCI Islamic10.6% MSCI Islamic M-Series1.5% FTSE Shariah6.1% |
| SRE Sempra | NON_COMPLIANT | 0.79% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| ETN Eaton Corp PLC | COMPLIANT | 0.78% | AAOIFI13.4% Usmani38.0% Dow Jones Islamic15.6% S&P Shariah16.9% MSCI Islamic38.0% MSCI Islamic M-Series16.9% FTSE Shariah36.7% |
| BATS.L British American Tobacco PLC | NON_COMPLIANT | 0.74% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GE General Electric Co | NON_COMPLIANT | 0.73% | AAOIFI6.1% Usmani16.1% Dow Jones Islamic7.4% S&P Shariah8.6% MSCI Islamic16.1% MSCI Islamic M-Series8.6% FTSE Shariah15.3% |
| CDNS Cadence Design Systems Inc | COMPLIANT | 0.70% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| APH Amphenol Corp | NON_COMPLIANT | 0.68% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| WW Grainger Inc | UNSCREENED | 0.68% | no in-house ratios for this holding |
| Marriott International Inc/MD | UNSCREENED | 0.67% | no in-house ratios for this holding |
| HON Honeywell International Inc | NON_COMPLIANT | 0.66% | AAOIFI52.6% Usmani45.3% Dow Jones Islamic26.8% S&P Shariah27.3% MSCI Islamic45.2% MSCI Islamic M-Series27.3% FTSE Shariah43.9% |
| D Dominion Energy Inc | NON_COMPLIANT | 0.65% | AAOIFI86.6% Usmani42.8% Dow Jones Islamic102.1% S&P Shariah112.1% MSCI Islamic42.3% MSCI Islamic M-Series112.1% FTSE Shariah41.7% |
| NOC Northrop Grumman Corp | NON_COMPLIANT | 0.63% | AAOIFI23.3% Usmani33.6% Dow Jones Islamic21.9% S&P Shariah23.0% MSCI Islamic33.6% MSCI Islamic M-Series23.0% FTSE Shariah29.9% |
| WELL Welltower Inc | COMPLIANT | 0.62% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic15.6% S&P Shariah19.1% MSCI Islamic26.7% MSCI Islamic M-Series19.1% FTSE Shariah26.7% |
| HD Home Depot Inc/The | COMPLIANT | 0.62% | AAOIFI18.6% Usmani56.1% Dow Jones Islamic16.3% S&P Shariah17.0% MSCI Islamic53.3% MSCI Islamic M-Series17.0% FTSE Shariah44.5% |
| DIS Walt Disney Co/The | NON_COMPLIANT | 0.60% | AAOIFI25.4% Usmani22.5% Dow Jones Islamic24.6% S&P Shariah25.2% MSCI Islamic22.5% MSCI Islamic M-Series25.2% FTSE Shariah22.5% |
| NFLX Netflix Inc | QUESTIONABLE | 0.58% | AAOIFI5.2% Usmani28.5% Dow Jones Islamic4.1% S&P Shariah4.7% MSCI Islamic28.5% MSCI Islamic M-Series4.7% FTSE Shariah24.5% |
| SNOW Snowflake Inc | COMPLIANT | 0.58% | AAOIFI0.4% Usmani5.5% Dow Jones Islamic0.7% S&P Shariah0.8% MSCI Islamic5.5% MSCI Islamic M-Series0.8% FTSE Shariah0.0% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.57% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| DRI Darden Restaurants Inc | NON_COMPLIANT | 0.56% | AAOIFI25.3% Usmani62.3% Dow Jones Islamic28.6% S&P Shariah30.9% MSCI Islamic48.7% MSCI Islamic M-Series30.9% FTSE Shariah18.1% |
| JBL Jabil Inc | COMPLIANT | 0.55% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| GLW Corning Inc | COMPLIANT | 0.54% | AAOIFI7.0% Usmani32.5% Dow Jones Islamic12.8% S&P Shariah16.4% MSCI Islamic31.8% MSCI Islamic M-Series16.4% FTSE Shariah28.7% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | COMPLIANT | 0.54% | AAOIFI1.5% Usmani13.8% Dow Jones Islamic0.5% S&P Shariah0.6% MSCI Islamic13.4% MSCI Islamic M-Series0.6% FTSE Shariah13.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| STX Seagate Technology Holdings PLC | COMPLIANT | 0.52% | AAOIFI2.0% Usmani39.5% Dow Jones Islamic5.8% S&P Shariah7.7% MSCI Islamic39.5% MSCI Islamic M-Series7.7% FTSE Shariah36.1% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.52% | no in-house ratios for this holding |
| AAL.L Anglo American PLC | COMPLIANT | 0.51% | AAOIFIpass Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| KO Coca-Cola Co/The | COMPLIANT | 0.49% | AAOIFI11.9% Usmani43.4% Dow Jones Islamic14.9% S&P Shariah15.9% MSCI Islamic43.4% MSCI Islamic M-Series15.9% FTSE Shariah41.8% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 0.48% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| Nomura Securities International, Inc. | UNSCREENED | 0.48% | no in-house ratios for this holding |
| SYK Stryker Corp | COMPLIANT | 0.47% | AAOIFI14.6% Usmani32.2% Dow Jones Islamic11.3% S&P Shariah11.8% MSCI Islamic32.2% MSCI Islamic M-Series11.8% FTSE Shariah31.2% |
| ROST Ross Stores Inc | COMPLIANT | 0.47% | AAOIFI6.4% Usmani29.7% Dow Jones Islamic8.5% S&P Shariah9.2% MSCI Islamic29.7% MSCI Islamic M-Series9.2% FTSE Shariah6.4% |
| AIG American International Group Inc | NON_COMPLIANT | 0.45% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| KR Kroger Co/The | NON_COMPLIANT | 0.44% | AAOIFI66.2% Usmani45.5% Dow Jones Islamic54.1% S&P Shariah57.6% MSCI Islamic45.5% MSCI Islamic M-Series57.6% FTSE Shariah31.1% |
| CVS CVS Health Corp | NON_COMPLIANT | 0.43% | AAOIFI61.7% Usmani30.1% Dow Jones Islamic84.9% S&P Shariah88.7% MSCI Islamic30.1% MSCI Islamic M-Series88.7% FTSE Shariah24.2% |
| PH Parker-Hannifin Corp | COMPLIANT | 0.42% | AAOIFI7.0% Usmani27.5% Dow Jones Islamic8.5% S&P Shariah9.7% MSCI Islamic27.2% MSCI Islamic M-Series9.7% FTSE Shariah26.5% |
| LIN Linde PLC | COMPLIANT | 0.42% | AAOIFI13.0% Usmani31.7% Dow Jones Islamic13.0% S&P Shariah13.4% MSCI Islamic31.7% MSCI Islamic M-Series13.4% FTSE Shariah31.7% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.42% | no in-house ratios for this holding |
| HCA HCA Healthcare Inc | NON_COMPLIANT | 0.40% | AAOIFI57.2% Usmani82.9% Dow Jones Islamic53.5% S&P Shariah56.7% MSCI Islamic81.7% MSCI Islamic M-Series56.7% FTSE Shariah78.1% |
| FITB Fifth Third Bancorp | NON_COMPLIANT | 0.40% | AAOIFI45.0% Usmani7.4% Dow Jones Islamic67.1% S&P Shariah76.4% MSCI Islamic7.4% MSCI Islamic M-Series76.4% FTSE Shariah7.4% |
| GSK GSK PLC | COMPLIANT | 0.39% | AAOIFI19.2% Usmani23.6% Dow Jones Islamic10.6% S&P Shariah11.2% MSCI Islamic23.6% MSCI Islamic M-Series11.2% FTSE Shariah23.6% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.39% | no in-house ratios for this holding |
| TJX TJX Cos Inc/The | COMPLIANT | 0.38% | AAOIFI10.1% Usmani38.6% Dow Jones Islamic9.4% S&P Shariah10.4% MSCI Islamic38.6% MSCI Islamic M-Series10.4% FTSE Shariah7.7% |
| PCAR PACCAR Inc | NON_COMPLIANT | 0.37% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| UBER Uber Technologies Inc | COMPLIANT | 0.37% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| JP Morgan Securities LLC | UNSCREENED | 0.36% | no in-house ratios for this holding |
| BNY Bank of New York Mellon Corp/The | NON_COMPLIANT | 0.34% | AAOIFI27.2% Usmani5.8% Dow Jones Islamic41.5% S&P Shariah49.3% MSCI Islamic5.8% MSCI Islamic M-Series49.3% FTSE Shariah5.8% |
| JCI Johnson Controls International plc | COMPLIANT | 0.33% | AAOIFI10.8% Usmani24.8% Dow Jones Islamic13.9% S&P Shariah16.1% MSCI Islamic24.8% MSCI Islamic M-Series16.1% FTSE Shariah24.8% |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.33% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| FCX Freeport-McMoRan Inc | COMPLIANT | 0.32% | AAOIFI9.4% Usmani17.3% Dow Jones Islamic14.8% S&P Shariah15.6% MSCI Islamic17.3% MSCI Islamic M-Series15.6% FTSE Shariah15.7% |
| XOM Exxon Mobil Corp | COMPLIANT | 0.32% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| VRT Vertiv Holdings Co | COMPLIANT | 0.31% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| USFD US Foods Holding Corp | NON_COMPLIANT | 0.30% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| UL Unilever PLC | COMPLIANT | 0.29% | AAOIFI27.6% Usmani41.0% Dow Jones Islamic23.6% S&P Shariah24.9% MSCI Islamic39.2% MSCI Islamic M-Series24.9% FTSE Shariah39.2% |
| AZN AstraZeneca PLC | COMPLIANT | 0.28% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ORCL Oracle Corp | NON_COMPLIANT | 0.27% | AAOIFI34.1% Usmani64.0% Dow Jones Islamic30.7% S&P Shariah35.2% MSCI Islamic61.0% MSCI Islamic M-Series35.2% FTSE Shariah49.5% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.27% | no in-house ratios for this holding |
| State of Illinois | UNSCREENED | 0.26% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.26% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.22% | no in-house ratios for this holding |
| MCHP Microchip Technology Inc | COMPLIANT | 0.22% | AAOIFI13.8% Usmani38.2% Dow Jones Islamic15.3% S&P Shariah14.3% MSCI Islamic38.2% MSCI Islamic M-Series14.3% FTSE Shariah37.2% |
| IFX.DE Infineon Technologies AG | COMPLIANT | 0.21% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CNC Centene Corp | NON_COMPLIANT | 0.21% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.20% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.19% | no in-house ratios for this holding |
| CTVA Corteva Inc | COMPLIANT | 0.18% | AAOIFI2.9% Usmani4.0% Dow Jones Islamic3.6% S&P Shariah3.9% MSCI Islamic4.0% MSCI Islamic M-Series3.9% FTSE Shariah4.0% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.18% | no in-house ratios for this holding |
| ADM Archer-Daniels-Midland Co | COMPLIANT | 0.17% | AAOIFI21.9% Usmani16.7% Dow Jones Islamic31.3% S&P Shariah30.5% MSCI Islamic16.7% MSCI Islamic M-Series30.5% FTSE Shariah14.2% |
| DELL Dell Technologies Inc | COMPLIANT | 0.17% | AAOIFI10.2% Usmani27.7% Dow Jones Islamic30.9% S&P Shariah36.3% MSCI Islamic27.7% MSCI Islamic M-Series36.3% FTSE Shariah27.1% |
| MPC Marathon Petroleum Corp | NON_COMPLIANT | 0.17% | AAOIFI31.4% Usmani36.4% Dow Jones Islamic59.6% S&P Shariah59.2% MSCI Islamic36.4% MSCI Islamic M-Series59.2% FTSE Shariah34.8% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.17% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States Treasury Inflation Indexed Bonds | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.16% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.14% | no in-house ratios for this holding |
| Bank of America Securities, LLC | UNSCREENED | 0.14% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.14% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.13% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.12% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| CMCSA Comcast Corp | NON_COMPLIANT | 0.11% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.11% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.11% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.10% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Nomura Securities International, Inc. | UNSCREENED | 0.10% | no in-house ratios for this holding |
| WY Weyerhaeuser Co | NON_COMPLIANT | 0.10% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| GLE.PA Societe Generale | NON_COMPLIANT | 0.10% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| PRET 2025-RPL6 Trust | UNSCREENED | 0.10% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.10% | no in-house ratios for this holding |
| Mars Inc | UNSCREENED | 0.10% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.09% | no in-house ratios for this holding |
| Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.09% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| ANET Arista Networks Inc | COMPLIANT | 0.09% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| HSBC Bank USA | UNSCREENED | 0.09% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.09% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| Florida Power & Light Co | UNSCREENED | 0.09% | no in-house ratios for this holding |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.09% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.08% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| UNH UnitedHealth Group Inc | NON_COMPLIANT | 0.08% | AAOIFI20.4% Usmani23.7% Dow Jones Islamic20.4% S&P Shariah18.8% MSCI Islamic23.7% MSCI Islamic M-Series18.8% FTSE Shariah23.7% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.08% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.08% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| Shell Finance US Inc | UNSCREENED | 0.08% | no in-house ratios for this holding |
| PM Philip Morris International Inc | NON_COMPLIANT | 0.08% | AAOIFI16.1% Usmani66.9% Dow Jones Islamic18.9% S&P Shariah22.1% MSCI Islamic66.9% MSCI Islamic M-Series22.1% FTSE Shariah66.9% |
| HSBA.L HSBC Holdings PLC | NON_COMPLIANT | 0.08% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.08% | no in-house ratios for this holding |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.07% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| HSBC Bank USA | UNSCREENED | 0.07% | no in-house ratios for this holding |
| Federation des Caisses Desjardins du Quebec | UNSCREENED | 0.07% | no in-house ratios for this holding |
| META Meta Platforms Inc | QUESTIONABLE | 0.07% | AAOIFI7.2% Usmani25.0% Dow Jones Islamic7.0% S&P Shariah7.9% MSCI Islamic25.0% MSCI Islamic M-Series7.9% FTSE Shariah18.6% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.07% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| MRK Merck & Co Inc | COMPLIANT | 0.07% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.07% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.06% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| TD Securities (USA) LLC | UNSCREENED | 0.06% | no in-house ratios for this holding |
| SRE Sempra | NON_COMPLIANT | 0.06% | AAOIFI65.2% Usmani32.7% Dow Jones Islamic66.4% S&P Shariah71.2% MSCI Islamic31.6% MSCI Islamic M-Series71.2% FTSE Shariah30.4% |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.06% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Manufacturers & Traders Trust Co | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BAC Bank of America Corp | NON_COMPLIANT | 0.06% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.06% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.06% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| JBS NV/JBS USA Foods Group Holdings Inc/JBS USA Food Co Holdings | UNSCREENED | 0.06% | no in-house ratios for this holding |
| ICE Intercontinental Exchange Inc | NON_COMPLIANT | 0.06% | AAOIFI23.2% Usmani11.8% Dow Jones Islamic22.5% S&P Shariah24.2% MSCI Islamic11.8% MSCI Islamic M-Series24.2% FTSE Shariah11.4% |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.06% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| MSFT Microsoft Corp | QUESTIONABLE | 0.06% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| BAC Bank of America Corp | NON_COMPLIANT | 0.06% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| EQNR Equinor ASA | NON_COMPLIANT | 0.06% | AAOIFI2.5% Usmani18.0% Dow Jones Islamic32.5% S&P Shariah32.6% MSCI Islamic18.0% MSCI Islamic M-Series32.6% FTSE Shariah18.0% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| CMCSA Comcast Corp | NON_COMPLIANT | 0.06% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BA Boeing Co/The | NON_COMPLIANT | 0.06% | AAOIFI30.1% Usmani30.2% Dow Jones Islamic33.6% S&P Shariah36.0% MSCI Islamic30.2% MSCI Islamic M-Series36.0% FTSE Shariah30.2% |
| MS Morgan Stanley | NON_COMPLIANT | 0.06% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.06% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| Municipal Electric Authority of Georgia | UNSCREENED | 0.06% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.06% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings PLC | NON_COMPLIANT | 0.06% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Philadelphia Authority for Industrial Development | UNSCREENED | 0.06% | no in-house ratios for this holding |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.06% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.06% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| MS Morgan Stanley | NON_COMPLIANT | 0.06% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| PFE Pfizer Inc | NON_COMPLIANT | 0.06% | AAOIFI39.8% Usmani31.4% Dow Jones Islamic46.1% S&P Shariah45.9% MSCI Islamic31.4% MSCI Islamic M-Series45.9% FTSE Shariah31.4% |
| NBN Co Ltd | UNSCREENED | 0.06% | no in-house ratios for this holding |
| BNP.PA BNP Paribas SA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NAB.AX National Australia Bank Ltd | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| NBK SPC Ltd | UNSCREENED | 0.05% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| CBA.AX Commonwealth Bank of Australia | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| American Tower Trust #1 | UNSCREENED | 0.05% | no in-house ratios for this holding |
| HSBA.L HSBC Holdings PLC | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| CABK.MC CaixaBank SA | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Mars Inc | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BAC Bank of America Corp | NON_COMPLIANT | 0.05% | AAOIFI77.5% Usmani9.7% Dow Jones Islamic95.9% S&P Shariah105.7% MSCI Islamic9.7% MSCI Islamic M-Series105.7% FTSE Shariah9.7% |
| MSFT Microsoft Corp | QUESTIONABLE | 0.05% | AAOIFI1.5% Usmani7.5% Dow Jones Islamic1.7% S&P Shariah1.8% MSCI Islamic7.5% MSCI Islamic M-Series1.8% FTSE Shariah5.3% |
| N/A | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SO Southern Co/The | NON_COMPLIANT | 0.05% | AAOIFI68.7% Usmani45.3% Dow Jones Islamic72.3% S&P Shariah78.7% MSCI Islamic44.8% MSCI Islamic M-Series78.7% FTSE Shariah43.8% |
| GOOG Alphabet Inc | QUESTIONABLE | 0.05% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.05% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| MS Morgan Stanley | NON_COMPLIANT | 0.05% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| ERAC USA Finance LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| BPCE SA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ABBV AbbVie Inc | COMPLIANT | 0.05% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| UBSG.SW UBS Group AG | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Fannie Mae Pool | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.05% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| MRK Merck & Co Inc | COMPLIANT | 0.05% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| Glencore Funding LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| ACA.PA Credit Agricole | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Foundry JV Holdco LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Bank of America Securities, LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| 2222.SR Saudi Arabian Oil Co | COMPLIANT | 0.05% | AAOIFI5.8% Usmani16.9% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic14.2% MSCI Islamic M-Seriespass FTSE Shariah14.2% |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.05% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| MRK Merck & Co Inc | COMPLIANT | 0.05% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| Anheuser-Busch Cos LLC / Anheuser-Busch InBev Worldwide Inc | UNSCREENED | 0.05% | no in-house ratios for this holding |
| TMUS T-Mobile USA Inc | NON_COMPLIANT | 0.05% | AAOIFI18.0% Usmani17.5% Dow Jones Islamic14.6% S&P Shariah15.9% MSCI Islamic16.5% MSCI Islamic M-Series15.9% FTSE Shariah2.9% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Morgan Stanley Private Bank NA | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Anheuser-Busch InBev Worldwide Inc | UNSCREENED | 0.05% | no in-house ratios for this holding |
| Foundry JV Holdco LLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| New York Life Insurance Co | UNSCREENED | 0.05% | no in-house ratios for this holding |
| JPM JPMorgan Chase & Co | NON_COMPLIANT | 0.05% | AAOIFI7.7% Usmani1.4% Dow Jones Islamic9.5% S&P Shariah10.7% MSCI Islamic1.4% MSCI Islamic M-Series10.7% FTSE Shariah1.4% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| GS Goldman Sachs Group Inc/The | NON_COMPLIANT | 0.05% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| Chicago Transit Authority Sales & Transfer Tax Receipts Revenue | UNSCREENED | 0.05% | no in-house ratios for this holding |
| T AT&T Inc | NON_COMPLIANT | 0.05% | AAOIFI92.9% Usmani38.0% Dow Jones Islamic94.4% S&P Shariah107.8% MSCI Islamic38.0% MSCI Islamic M-Series107.8% FTSE Shariah33.6% |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Fannie Mae Pool | NON_COMPLIANT | 0.05% | no in-house ratios for this holding |
| Ameren Illinois Co | UNSCREENED | 0.04% | no in-house ratios for this holding |
| State of California | UNSCREENED | 0.04% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| WFC Wells Fargo & Co | NON_COMPLIANT | 0.04% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| AVGO Broadcom Inc | COMPLIANT | 0.04% | AAOIFI3.8% Usmani32.5% Dow Jones Islamic4.4% S&P Shariah5.5% MSCI Islamic32.5% MSCI Islamic M-Series5.5% FTSE Shariah32.5% |
| CRM Salesforce Inc | COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| DANSKE.CO Danske Bank A/S | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| PGR Progressive Corp/The | NON_COMPLIANT | 0.04% | AAOIFI6.5% Usmani6.7% Dow Jones Islamic6.3% S&P Shariah6.9% MSCI Islamic6.7% MSCI Islamic M-Series6.9% FTSE Shariah6.7% |
| Southwestern Electric Power Co | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Saudi Government International Bond | UNSCREENED | 0.04% | no in-house ratios for this holding |
| United States Treasury Note/Bond | NON_COMPLIANT | 0.04% | no in-house ratios for this holding |
| AMZN Amazon.com Inc | QUESTIONABLE | 0.04% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
The published standards disagree about this fund by 18 points of portfolio weight — 54.3% of it passes AAOIFI, 36.4% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 54.3% ratios fail on 16.6% 29.0% not rated under AAOIFI
ratios pass on 43.1% ratios fail on 24.1% 32.6% not rated under Usmani
ratios pass on 52.3% ratios fail on 17.7% 29.8% not rated under Dow Jones Islamic
ratios pass on 51.4% ratios fail on 18.5% 29.9% not rated under S&P Shariah
ratios pass on 36.4% ratios fail on 25.9% 37.5% not rated under MSCI Islamic
ratios pass on 51.7% ratios fail on 18.3% 29.8% not rated under MSCI Islamic M-Series
ratios pass on 44.8% ratios fail on 22.4% 32.5% not rated under FTSE Shariah
178 of 1,637 listed holdings carry our own per-methodology verdicts (75% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 134 (67% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| UBSG.SW UBS Group AG | 0.90% |
| NDAQ Nasdaq Inc | 0.90% |
| SPG Simon Property Group Inc | 0.84% |
| TRGP Targa Resources Corp | 0.82% |
| SRE Sempra | 0.79% |
| BATS.L British American Tobacco PLC | 0.74% |
| GE General Electric Co | 0.73% |
| APH Amphenol Corp | 0.68% |
| HON Honeywell International Inc | 0.66% |
| D Dominion Energy Inc | 0.65% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
VANGUARD WELLINGTON FUND (VWELX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| NVDANVIDIA Corp | 5.14% | Compliant |
| GOOGAlphabet Inc | 4.80% | Questionable |
| AAPLApple Inc | 4.09% | Compliant |
| MSFTMicrosoft Corp | 3.76% | Questionable |
| AMZNAmazon.com Inc | 3.45% | Questionable |
| AVGOBroadcom Inc | 2.71% | Compliant |
| METAMeta Platforms Inc | 1.69% | Questionable |
| BlackRock Funding Inc/DEnot matched to a ticker | 1.38% | Not screened |
| LLYEli Lilly & Co | 1.22% | Compliant |
| AMDAdvanced Micro Devices Inc | 1.15% | Compliant |
Top 10 of 1637 holdings, 29.4% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for VWELX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
Tracked since 2026-09-07.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 57.80 | NEUTRAL |
| Stochastic %K (14) | 98.67 | SELL |
| CCI (20) | 103.83 | SELL |
| Williams %R (14) | -1.33 | SELL |
| MACD (12,26,9) | 0.05 | BUY |
| ROC (10) | 0.51 | BUY |
| Momentum (10) | 0.24 | BUY |
| EMA (10) | 47.10 | BUY |
| SMA (10) | 47.00 | BUY |
| EMA (20) | 47.01 | BUY |
| SMA (20) | 46.92 | BUY |
| EMA (30) | 46.96 | BUY |
| SMA (30) | 46.92 | BUY |
| EMA (50) | 46.88 | BUY |
| SMA (50) | 47.00 | BUY |
| EMA (100) | 46.51 | BUY |
| SMA (100) | 46.75 | BUY |
| EMA (200) | 45.56 | BUY |
| SMA (200) | 45.53 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.