Where this data comes from

Sources

Every number comes from the fund issuer’s own official holdings disclosure — the same page you’d land on if you searched the ticker yourself.

How often it’s refreshed

This isn’t a live, tick-by-tick feed — it’s a periodic collection pass that re-reads each issuer’s page and re-publishes what’s there. Most recent pass: Jul 1, 2026. Each fund below also shows its own “holdings as of” date — whatever the issuer’s page was showing at collection time. Some update daily, some monthly.

Known limits

A few issuer pages only expose their top 10 holdings without a login or file download — and we don’t download files or log in on your behalf, so those funds are capped at top 10 while others go to top 25–30. In practice this barely moves the overlap/concentration numbers, since the top holdings dominate the math. A handful of funds (currently Schwab’s SCHG/SCHD, and a couple hit by a site outage during our last pass) aren’t collected yet — outside our control, not lack of trying.

Currently supported funds (29)

Don’t see your fund? Run it through the tool anyway — Meshfolio will tell you honestly that it’s not covered yet, and you can email us from there to ask for it.

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