Holdings Deep Dive

If you own an ETF like XEQT, your brokerage shows it as one line item. But XEQT isn’t one holding. It’s thousands of stocks across dozens of countries. Your brokerage won’t tell you what’s actually inside it.

Greenline breaks it all down. Upload your statements and you’ll see exactly what you own, by region, sector, and asset class, across your entire portfolio.

What Greenline shows you

For every holding in your portfolio, Greenline looks through the surface and shows you:

• Region breakdown: how much of your portfolio is in Canada, the US, international developed markets, and emerging markets
• Sector breakdown: your exposure to technology, financials, health care, energy, and every other sector
• Asset class breakdown: how your portfolio splits between stocks, bonds, and cash

These aren’t just labels on your individual holdings. Greenline looks inside your ETFs and calculates your true exposure. If you hold XEQT and VTI and a couple of individual Canadian bank stocks, Greenline adds it all up and shows you the blended picture.

Why does this matter?

Most Canadian investors have more home market bias than they realize. You might think you’re globally diversified because you own a global ETF, but if you also hold individual Canadian stocks, your actual Canada allocation could be much higher than you’d expect.

The same goes for sectors. You might own two different ETFs that both have heavy exposure to US tech. Without looking inside them, you wouldn’t know you’re more concentrated than you intended.

How does the deep dive handle multiple accounts?

Greenline combines holdings across all your accounts before running the breakdown. Your TFSA, RRSP, non-registered, and any other accounts are all included. You see the true picture of what you own as one portfolio, not fragmented across accounts.

Can I see this for a single ETF?

Yes. You can view the region, sector, and asset class breakdown for any individual ETF in your portfolio, or see the blended view across everything you hold. Both views are available so you can understand the parts and the whole.