Opening fund research…
Browse fund & manager reports
Original SEC sources and dated portfolio summaries
Open a concise research brief for portfolio dates, holdings, concentration and original SEC filings. N-PORT describes a fund portfolio; Form 13F describes an institutional manager’s reportable securities. Coverage varies by reporting structure.
Fund portfolio research · N-PORT
- SPY · SPDR S&P 500 ETF TrustState Street · S&P 500
- VOO · Vanguard S&P 500 ETFVanguard · S&P 500
- VTI · Vanguard Total Stock Market ETFVanguard · Total US market
- QQQ · Invesco QQQInvesco · Nasdaq-100
- IWM · iShares Russell 2000 ETFiShares · Small-cap
- ARKK · ARK Innovation ETFARK Invest · Active / thematic
- VXUS · Vanguard Total International Stock ETFVanguard · Ex-US equities
- VEA · Vanguard FTSE Developed Markets ETFVanguard · Developed markets
- VWO · Vanguard FTSE Emerging Markets ETFVanguard · Emerging markets
- BND · Vanguard Total Bond Market ETFVanguard · US investment-grade bonds
- AGG · iShares Core US Aggregate Bond ETFiShares · US aggregate bonds
- TLT · iShares 20+ Year Treasury Bond ETFiShares · Long-term US Treasuries