Investment Holdings

Broad-market fund — owns ~the whole market by design, which means it includes companies on your excluded list. $304,681.49

LIFEPATH IDX 2045 A · APPLE 401(K) PLAN (...7886)

• These funds track an index covering thousands of companies. They don't screen for values.
• Your excluded themes (gambling, tobacco) and tickers (MGM, MO, PM) are present at small weights.
• If full alignment matters, look at ESG-screened equivalents: VFTAX, ESGV, or SUSA for US equity; ICLN/QCLN for clean energy thematic.

AAPL Themes (enterprise-software, consumer-tech) are policy-aligned but don't match anything you specifically said you support. $57,820.77

Apple Inc. · Stock Plan (AAPL) -5554 (...5554)

• Holding themes: enterprise-software, consumer-tech
• If any of these resonate with you, add them to your preferred list at /values.

VFTAX This fund already screens out gambling, tobacco — values are partially built into the fund itself. $20,310.75

Vanguard World Fund - Vanguard FTSE Social Index Fund Admiral Shares · NATERA 401(K) PLAN (...6115)

• Fund themes: esg-screened, social-index, passive-index
• Fund excludes: advertising-heavy, fossil-fuels, gambling, predatory-lending, tobacco, weapons

NTRA Themes (healthcare, life-sciences, genomics) are policy-aligned but don't match anything you specifically said you support. $19,835.52

Natera Inc. · Stock Plan (NTRA) -8948 (...8948)

• Holding themes: healthcare, life-sciences, genomics
• If any of these resonate with you, add them to your preferred list at /values.

USD-USD U S Dollar hasn't been mapped to investment themes yet. $102.06

U S Dollar · Individual Brokerage -5554 (...5554)

• We don't have theme data for this ticker. It may be a fund, ADR, or position acquired outside our universe.
• Until mapped, we can't tell you whether it aligns with your values.

50133K9W2 hasn't been mapped to investment themes yet. $2.04

50133K9W2 · Individual Brokerage -5554 (...5554)

• We don't have theme data for this ticker. It may be a fund, ADR, or position acquired outside our universe.
• Until mapped, we can't tell you whether it aligns with your values.

MNTR MENTOR CAPITAL INC hasn't been mapped to investment themes yet. $0.40

MENTOR CAPITAL INC · Individual Brokerage -5554 (...5554)

• We don't have theme data for this ticker. It may be a fund, ADR, or position acquired outside our universe.
• Until mapped, we can't tell you whether it aligns with your values.

CBDS Cannabis Sativa Inc hasn't been mapped to investment themes yet. $0.09

Cannabis Sativa Inc · Individual Brokerage -5554 (...5554)

• We don't have theme data for this ticker. It may be a fund, ADR, or position acquired outside our universe.
• Until mapped, we can't tell you whether it aligns with your values.

HEMP Hemp Inc hasn't been mapped to investment themes yet. $0.00

Hemp Inc · Individual Brokerage -5554 (...5554)

• We don't have theme data for this ticker. It may be a fund, ADR, or position acquired outside our universe.
• Until mapped, we can't tell you whether it aligns with your values.

DOGP.CNT Dogecoin Cash Inc hasn't been mapped to investment themes yet. $0.00

Dogecoin Cash Inc · Individual Brokerage -5554 (...5554)

• We don't have theme data for this ticker. It may be a fund, ADR, or position acquired outside our universe.
• Until mapped, we can't tell you whether it aligns with your values.