Where the facts come from
What a fund invests in, what it costs, what it holds and how big it is come from its filings with the SEC: the prospectus summary, the holdings report funds file every month (N-PORT), and, for trusts that hold gold, bitcoin or futures, their annual and quarterly reports. Company pages use the 10-K and 10-Q financial statements, Form 4 for insiders’ trades and 8-K filings for major events.
Prices are end-of-day data licensed from Marketstack. Total returns are calculated here from the closing prices, dividends and splits, with dividends reinvested. Where the price data starts after a fund launched, the page says so, and every page shows the date of its prices and of the filings it uses.
How often they’re updated
Prices for the S&P 500 companies and the 200 largest ETFs are updated every weekday, and for everything else every week. New SEC filings are picked up every day. When a fund closes or a company is bought, its page stays up with a note saying what happened and when; when a ticker changes, the page moves to the new ticker.
The written sections
The written sections are drafted with the help of AI from the filings and figures on the page, and checked automatically before they appear: that they name the right fund or company, contain no figure that isn’t in the source data, and give no advice. A section that fails a check is rewritten or left off the page. They are rewritten when a new filing changes the facts behind them. The tables, charts and computed summaries come straight from the data.
What these pages are not
They are for education only: nothing here is investment, tax or legal advice, or a recommendation to buy or sell a security. Lists and rankings follow the numbers they name (size, cost, returns over a stated period), and past returns don’t predict future ones. Read a fund’s prospectus before investing in it. The pages include links to ReadyAimRetire, a retirement planning app from the same team.
Corrections
If a figure looks wrong, please tell us through the contact page, with the page’s address.