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C. TAYLOR Jr.

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Posted By C. TAYLOR 12-17-2023 12:23
Found In Egroup: AAII Research Triangle Chapter
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John, If you have access to Morningstar.com, you can upload your EFT/Mutual fund portfolio holding into their "Portfolio X-Ray" which will translate your ETFs into individual stock holdings for your entire portfolio. This is under their X-Ray Stock Intersection tab where you can "see the underlying stock ...