Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 414.8K | 3.4M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 319.0K | 2.6M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 267.5K | 2.2M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 181.4K | 1.5M | 1.7% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Nov 30, 2025 | 125.7K | 1.0M | 1.1% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 111.1K | 922.8K | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 111.3K | 924.2K | 1.0% |
| iShares Trust-iShares U.S. Small-Cap Equity Factor ETF | Jan 31, 2026 | 104.5K | 867.6K | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 102.3K | 849.8K | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 90.6K | 752.1K | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.