Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 322.3K | 1.0M | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 306.1K | 954.9K | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 202.0K | 630.2K | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 140.7K | 439.1K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 120.2K | 375.0K | 0.3% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 110.0K | 343.3K | 0.3% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Sep 30, 2025 | 64.1K | 199.9K | 0.2% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 65.6K | 204.6K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 38.5K | 120.2K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 35.2K | 109.8K | 0.1% |
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Holders
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Ultra plan.