Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| World Funds Trust-Philotimo Focused Growth & Income Fund | Sep 30, 2025 | 734.2K | 7.5M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 678.1K | 6.9M | 2.5% |
| Vanguard Explorer Fund | Jul 31, 2025 | 440.7K | 4.5M | 1.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 437.4K | 4.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 204.5K | 2.1M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 186.6K | 1.9M | 0.7% |
| VANGUARD VARIABLE INSURANCE FUNDS-Small Company Growth Portfolio | Sep 30, 2025 | 168.0K | 1.7M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 132.8K | 1.4M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 107.7K | 1.1M | 0.4% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 103.2K | 1.1M | 0.4% |
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