Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | Dec 31, 2024 | 13.5M | 107.2M | 7.2% |
| Pacer U.S. Cash Cows 100 ETF | Oct 31, 2024 | 9.6M | 76.3M | 5.1% |
| iShares Core S&P Midcap ETF | Jan 31, 2025 | 6.2M | 48.9M | 3.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2024 | 4.8M | 38.2M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 4.6M | 36.5M | 2.4% |
| Avantis U.S. Small Cap Value ETF | Jan 31, 2025 | 4.4M | 34.8M | 2.3% |
| Capitol Ser Tr-Fuller & Thaler Behavioral Small Cap Growth Fd | Jan 31, 2025 | 4.2M | 33.1M | 2.2% |
| Fidelity Small Cap Value Fund | Dec 31, 2024 | 4.0M | 31.4M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2024 | 3.2M | 25.3M | 1.7% |
| Fidelity Blue Chip Growth K6 Fund | Dec 31, 2024 | 3.2M | 25.2M | 1.7% |
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Holders
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