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 |
|---|---|---|---|---|
| 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 | 693 | 1% |
| TAFL | AB Tax-Aware Long Municipal ETF· AB Active ETFs, Inc. | Undecided | 132 | 0% |
| TAFM | AB Tax-Aware Intermediate Municipal ETF· AB Active ETFs, Inc. | Undecided | 585 | 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 | 65 | 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 | 140 | 52% |
| 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 | 77 | 60% |
| 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 | — |
| TAXT | Northern Trust Tax-Exempt Bond ETF· Northern Funds | Undecided | 1,291 | — |
| TAXX | BondBloxx IR+M Tax-Aware Short Duration ETF· BondBloxx ETF Trust | Undecided | 306 | 1% |
| TAXXX | — | Undecided | 96 | — |
| TAYXX | — | Undecided | 1 | — |
| TBBPX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| TBF | ProShares Short 20+ Year Treasury· ProShares Trust | Undecided | 12 | 0% |
| TBFC | The Brinsmere Fund - Conservative ETF· ETF Series Solutions | Undecided | 25 | — |
| TBFG | The Brinsmere Fund - Growth ETF· ETF Series Solutions | Undecided | 25 | — |
| TBGAX | T. Rowe Price Georgia Tax-Free Bond Fund· T. ROWE PRICE STATE TAX-FREE FUNDS, INC. | Undecided | 312 | — |
| TBIXX | — | Undecided | 427 | 1% |
| TBJL | — | Undecided | — | — |
| TBLAX | T. Rowe Price Retirement Blend 2005 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLBX | T. Rowe Price Retirement Blend 2010 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 2% |
| TBLCX | T. Rowe Price Retirement Blend 2015 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLDX | T. Rowe Price Retirement Blend 2020 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLEX | T. Rowe Price Retirement Blend 2025 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLGX | T. Rowe Price Retirement Blend 2030 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLHX | T. Rowe Price Retirement Blend 2035 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLJX | T. Rowe Price Retirement Blend 2040 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 24 | 1% |
| TBLKX | T. Rowe Price Retirement Blend 2045 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 23 | 1% |
| TBLLX | T. Rowe Price Retirement Blend 2050 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 0% |
| TBLMX | T. Rowe Price Retirement Blend 2055 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 0% |
| TBLNX | T. Rowe Price Retirement Blend 2060 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 0% |
| TBLOX | T. Rowe Price Retirement Blend 2065 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 21 | 0% |
| TBLPX | T. Rowe Price Retirement Blend 2005 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLQX | T. Rowe Price Retirement Blend 2010 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 2% |
| TBLSX | T. Rowe Price Retirement Blend 2015 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLVX | T. Rowe Price Retirement Blend 2025 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLWX | T. Rowe Price Retirement Blend 2030 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBLYX | T. Rowe Price Retirement Blend 2035 Fund· T. ROWE PRICE RETIREMENT FUNDS, INC. | Undecided | 26 | 1% |
| TBMBX | Municipal Opportunities Fund· John Hancock Municipal Securities Trust | Undecided | 921 | — |
| TBOAX | Templeton International Bond Fund· Templeton Income Trust | Undecided | — | — |
| TBPBX | American Funds Moderate Growth and Income Portfolio· AMERICAN FUNDS PORTFOLIO SERIES | Undecided | 13 | — |
| TBSXX | — | Undecided | 422 | 1% |
| TBT | ProShares UltraShort 20+ Year Treasury· ProShares Trust | Undecided | 12 | 0% |
| TBVXX | — | Undecided | 427 | 1% |
| TBX | ProShares Short 7-10 Year Treasury· ProShares Trust | Undecided | 8 | — |
| TBXU | Direxion Daily Biotech Top 5 Bull 2X ETF· Direxion Shares ETF Trust | Undecided | 10 | 39% |
| TCADX | American Funds College Enrollment Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 6 | — |
| TCAN | 21Shares Canton Network ETF· Listed Funds Trust | Undecided | 4 | — |
| TCATX | American Funds College 2039 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 19 | — |
| TCCAX | California Municipal Bond Fund· John Hancock California Tax-Free Income Fund | Undecided | 427 | — |
| TCCHX | Nuveen Social Choice Low Carbon Equity Fund· TIAA-CREF Funds | Undecided | — | — |
| TCDTX | American Funds College 2036 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 22 | — |
| TCDXX | — | Undecided | 303 | 20% |
| TCETX | Transamerica ClearTrack(R) 2035· TRANSAMERICA FUNDS | Undecided | — | — |
| TCEXX | — | Undecided | 1 | — |
| TCFEX | T. Rowe Price California Tax-Free Bond Fund· T. ROWE PRICE STATE TAX-FREE FUNDS, INC. | Undecided | 389 | 1% |
| TCFFX | American Funds College 2033 Fund· AMERICAN FUNDS COLLEGE TARGET DATE SERIES | Undecided | 19 | — |
| TCFPX | Nuveen Lifecycle 2015 Fund· TIAA-CREF Funds | Undecided | 24 | — |
| TCFTX | Transamerica ClearTrack(R) 2015· TRANSAMERICA FUNDS | Undecided | — | — |
| TCGAX | Timothy Plan Conservative Growth Fund· TIMOTHY PLAN | Undecided | 8 | — |
| TCGXX | — | Undecided | 134 | 68% |
| TCHDX | Transamerica ClearTrack(R) 2035· TRANSAMERICA FUNDS | Undecided | — | — |
| TCHHX | Nuveen Lifecycle 2030 Fund· TIAA-CREF Funds | Undecided | 24 | — |
| TCHPX | Nuveen Lifecycle 2030 Fund· TIAA-CREF Funds | Undecided | 24 | — |
| TCHTX | Transamerica ClearTrack(R) 2020· TRANSAMERICA FUNDS | Undecided | — | — |
| TCIIX | Nuveen Lifecycle 2035 Fund· TIAA-CREF Funds | Undecided | 24 | — |
| TCITX | Transamerica ClearTrack(R) Retirement Income· TRANSAMERICA FUNDS | Undecided | — | — |
30,302 funds · page 288 of 304