Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 6.7M | 160.6M | 5.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 84.2M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 68.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.6M | 62.6M | 2.1% |
| Fidelity Select Portfolios-Select Health Care Portfolio | Oct 31, 2025 | 2.4M | 56.6M | 1.9% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Sep 30, 2025 | 1.5M | 36.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.5M | 34.9M | 1.2% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jul 31, 2025 | 1.4M | 32.9M | 1.1% |
| Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund | Oct 31, 2025 | 1.2M | 29.5M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.2M | 29.4M | 1% |
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Holders
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Ultra plan.