Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.6M | 9.1M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.5M | 5.3M | 1.6% |
| World Funds Trust-Philotimo Focused Growth & Income Fund | Sep 30, 2025 | 832.1K | 2.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 720.2K | 2.5M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 597.5K | 2.1M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 512.7K | 1.8M | 0.5% |
| TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund | Sep 30, 2025 | 361.9K | 1.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 341.4K | 1.2M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 276.6K | 961.2K | 0.3% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Aug 31, 2025 | 152.8K | 530.8K | 0.2% |
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