Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.3M | 183.5M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 180.8M | 3.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 3.9M | 167.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.2M | 136.4M | 2.5% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 2.8M | 122.0M | 2.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 2.8M | 122.0M | 2.2% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Sep 30, 2025 | 2.6M | 110.7M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 2.4M | 103.0M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 87.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 61.7M | 1.1% |
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Holders
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Ultra plan.