Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 66.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 63.1M | 3.1% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Sep 30, 2025 | 1.3M | 59.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 51.3M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.0M | 49.3M | 2.4% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.0M | 49.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 985.6K | 46.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 631.2K | 30.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 469.1K | 22.3M | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 464.3K | 22.1M | 1.1% |
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Holders
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