30,302 funds screened by look-through to their filed holdings
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.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
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 |
|---|---|---|---|---|
| SUMAX | SHORT DURATION MUNICIPAL FUND· SEI TAX EXEMPT TRUST | Undecided | 489 | — |
| SUMCX | Conservative Balanced Allocation Portfolio· SARATOGA ADVANTAGE TRUST | Undecided | 9 | — |
| SUNBX | Spectrum Unconstrained Fund· Advisors Preferred Trust | Undecided | 14 | 5% |
| SUPS | — | Undecided | — | — |
| SURI | Simplify Propel Opportunities ETF· Simplify Exchange Traded Funds | Undecided | 39 | 73% |
| SUSLX | Lazard US Sustainable Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| SUSRX | Lazard US Sustainable Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| SUSTX | Lazard US Sustainable Equity Portfolio· LAZARD FUNDS INC | Undecided | — | — |
| SUTXX | — | Undecided | 73 | 100% |
| SVBXX | — | Undecided | 134 | 68% |
| SVIX | — | Undecided | — | — |
| SVLS | — | Undecided | — | — |
| SVOL | Simplify Volatility Premium ETF· Simplify Exchange Traded Funds | Undecided | 38 | 78% |
| SVSAX | SAAT Conservative Strategy Fund· SEI ASSET ALLOCATION TRUST | Undecided | 15 | — |
| SVUIX | Guggenheim SMid Cap Value Fund· Guggenheim Funds Trust | Undecided | — | — |
| SVXY | — | Undecided | — | — |
| SWAN | — | Undecided | — | — |
| SWB1Z | Schwab VIT Balanced Portfolio· SCHWAB ANNUITY PORTFOLIOS | Undecided | 10 | — |
| SWBGX | Schwab MarketTrack Balanced Portfolio· SCHWAB CAPITAL TRUST | Undecided | 14 | — |
| SWBRX | Schwab Target 2010 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWC1Z | Schwab VIT Balanced with Growth Portfolio· SCHWAB ANNUITY PORTFOLIOS | Undecided | 10 | — |
| SWCAX | Schwab California Tax-Free Bond Fund· SCHWAB INVESTMENTS | Undecided | 440 | — |
| SWCGX | Schwab MarketTrack Conservative Portfolio· SCHWAB CAPITAL TRUST | Undecided | 14 | — |
| SWCRX | Schwab Target 2020 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWDRX | Schwab Target 2030 Fund· SCHWAB CAPITAL TRUST | Undecided | 22 | — |
| SWEGX | Schwab MarketTrack All Equity Portfolio· SCHWAB CAPITAL TRUST | Undecided | 11 | — |
| SWERX | Schwab Target 2040 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWG1Z | Schwab VIT Growth Portfolio· SCHWAB ANNUITY PORTFOLIOS | Undecided | 8 | — |
| SWGRX | Schwab Target 2015 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWGXX | — | Undecided | 284 | 23% |
| SWHCX | SAM Strategic Growth Portfolio· Principal Funds, Inc | Undecided | 21 | — |
| SWHGX | Schwab MarketTrack Growth Portfolio· SCHWAB CAPITAL TRUST | Undecided | 13 | — |
| SWHRX | Schwab Target 2025 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWHYX | Schwab Opportunistic Municipal Bond Fund· SCHWAB INVESTMENTS | Undecided | 347 | — |
| SWIRX | Schwab Target 2035 Fund· SCHWAB CAPITAL TRUST | Undecided | 22 | — |
| SWIXX | — | Undecided | 35 | 100% |
| SWJRX | Schwab Monthly Income Fund - Target Payout· SCHWAB CAPITAL TRUST | Undecided | 11 | — |
| SWKRX | Schwab Monthly Income Fund - Flexible Payout· SCHWAB CAPITAL TRUST | Undecided | 11 | — |
| SWKXX | — | Undecided | 466 | — |
| SWLRX | Schwab Monthly Income Fund - Income Payout· SCHWAB CAPITAL TRUST | Undecided | 12 | — |
| SWMG | — | Undecided | — | — |
| SWMRX | Schwab Target 2045 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWMX | — | Undecided | — | — |
| SWNRX | Schwab Target 2050 Fund· SCHWAB CAPITAL TRUST | Undecided | 21 | — |
| SWNTX | Schwab Tax-Free Bond Fund· SCHWAB INVESTMENTS | Undecided | 444 | — |
| 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 | Schwab Target 2035 Index Fund· SCHWAB CAPITAL TRUST | Undecided | 9 | — |
| 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 | 389 | — |
| 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 | 8 | — |
| SZMAX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 312 | 2% |
| SZMCX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 312 | 2% |
| SZMIX | DWS Intermediate Tax-Free Fund· DEUTSCHE DWS TAX FREE TRUST | Undecided | 312 | 2% |
| 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 | — |
30,302 funds · page 287 of 304