Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 167.6K | 678.8K | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 60.5K | 245.0K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 30.1K | 121.9K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 13.1K | 53.1K | 0.2% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 11.5K | 46.5K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 10.0K | 40.6K | 0.2% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Sep 30, 2025 | 9.7K | 39.3K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 7.9K | 32.2K | 0.1% |
| -Price (T.Rowe) U.S. Equities Trust | Sep 30, 2025 | 5.7K | 23.1K | 0.1% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Sep 30, 2025 | 1.1K | 4.5K | 0.0% |
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Holders
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