Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 2.8M | 141.9M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.4M | 121.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.4M | 120.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 90.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 58.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 813.7K | 40.8M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 570.6K | 28.6M | 0.8% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 540K | 27.1M | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 491.9K | 24.7M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Aug 31, 2025 | 482.8K | 24.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.