Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 560.1K | 188.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 546.1K | 183.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 411.5K | 138.3M | 2.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 318.0K | 106.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 263.4K | 88.5M | 1.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 202.5K | 68.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 188.0K | 63.2M | 1% |
| SmallCap World Fund Inc | Sep 30, 2025 | 175K | 58.8M | 0.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 152.3K | 51.2M | 0.8% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Sep 30, 2025 | 142.1K | 47.8M | 0.8% |
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Holders
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Ultra plan.