I suspect that there are some assets that simply can't be properly viewed by the tool. Those could include mutual funds from other companies (i.e. held in a Brokerage platform attached to the basic TIAA account), and perhaps some Blended Funds, like Vanguard Wellesley Income Fund. I wonder if Blended or Hybrid ETFs would have a similar problem. I always find a big slice of "Other".
Statistics: Posted by crefwatch — Tue Aug 20, 2024 1:52 pm — Replies 4 — Views 324