Free tool · Faith & investing
Portfolio Values Screening
Most people have never seen what their funds actually own. Build your values profile, list what you hold, and we'll personally review how your portfolio lines up — and where it may not.
What to look for in your portfolio
One thing worth knowing: broad index funds — total-market and S&P 500 funds, and most target-date funds — hold the whole market, so they almost always include some exposure to the categories above. That doesn't make them wrong for you. It just means it's worth knowing what you own, and weighing it against alternatives that screen for these things. Screening these out also shifts your mix — often trimming names in sectors like healthcare or consumer goods — so part of a thoughtful review is keeping you diversified while honoring your convictions.
Want us to actually go through your holdings? Send them over and we'll prepare a personalized screening review for you — free, with no obligation. →