257 essays 1,087 funds measured independent · not paid by any fund or issuer we cover

Policy · updated 2026-09-17

Terms of use

Short, because the site is simple: it publishes arithmetic on public filings, for free, with the working shown.

Not advice

Nothing on this site is investment, tax or legal advice, and nothing is a recommendation to buy, sell or hold any security. Figures are computed from public filings and describe what a fund held on a stated date. They do not predict anything. Decisions you make with them are yours.

Sources and accuracy

Fund holdings figures are computed from SEC Form N-PORT and Form 13F filings; return-based statistics are derived from Yahoo Finance monthly total returns, as stated wherever they appear. We check published figures against the filings daily and state every known limit on the methodology page, but filings contain errors, our parsing can contain errors, and a figure is only as current as the filing date shown beside it. No warranty of accuracy or fitness is given.

Reuse

Datasets under /data/ are published under CC BY 4.0: reuse them for anything, with attribution to the canonical URL. Articles may be quoted with attribution and a link. Do not present this site's figures as your own measurements, and do not present them as current when the filing date says otherwise.

Independence

No sponsors, no affiliate links, no payment from any fund, issuer or manager measured here. If that ever changes, it will be stated on the page it affects and on this one.

Availability

The site, its data files and the MCP endpoint are provided as they are, may change or be withdrawn without notice, and carry no service commitment.