Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Jun 30, 2023 | 1.3M | 2.8M | 1.5% |
| iShares Russell 2000 ETF | Aug 31, 2023 | 1.0M | 1.9M | 1.3% |
| Vanguard Extended Market Index Fund | Jun 30, 2023 | 560.2K | 1.2M | 0.7% |
| iShares Russell 2000 Value ETF | Aug 31, 2023 | 409.3K | 753.1K | 0.5% |
| Fidelity Small Cap Index Fund | Jul 31, 2023 | 378.5K | 779.7K | 0.5% |
| Federated Hermes MDT Mid Cap Growth Fund | Jul 31, 2023 | 378.6K | 780.0K | 0.5% |
| TIAA-CREF Funds-Quant Small Cap Equity Fund | Jul 31, 2023 | 303.7K | 625.6K | 0.4% |
| Vanguard Horizon Fund-Strategic Small-Cap Equity Fund | Jun 30, 2023 | 302.3K | 671.1K | 0.4% |
| iShares NASDAQ Biotechnology ETF | Aug 31, 2023 | 297.1K | 546.7K | 0.4% |
| BlackRock Advantage Small Cap Core Fund | May 31, 2023 | 269.8K | 739.3K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.