Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Sep 30, 2025 | 4.1M | 11.8M | 3.7% |
| Meridian Fund Inc-MERIDIAN CONTRARIAN FUND | Sep 30, 2025 | 3.0M | 8.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.8M | 8.1M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.3M | 6.7M | 2.1% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Sep 30, 2025 | 1.3M | 3.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 3.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 949.0K | 2.7M | 0.9% |
| Victory Portfolios-Victory RS Small Cap Growth Fund | Sep 30, 2025 | 683.8K | 2.0M | 0.6% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jul 31, 2025 | 555.0K | 1.6M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 529.4K | 1.5M | 0.5% |
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Holders
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Ultra plan.