Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 181.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 134.4M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 124.7M | 2.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 2.8M | 123.8M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Sep 30, 2025 | 2.6M | 112.3M | 2.0% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 1.9M | 84.3M | 1.5% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.7M | 76.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.7M | 75.2M | 1.3% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Sep 30, 2025 | 1.6M | 68.3M | 1.2% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 1.5M | 66.3M | 1.2% |
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