Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 140.7K | 683.8K | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 61.9K | 301.0K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 30.2K | 146.6K | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 11.8K | 57.1K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 10.8K | 52.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 8.8K | 42.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 8.2K | 39.7K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 3.2K | 15.4K | 0.0% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | Sep 30, 2025 | 1.3K | 6.2K | 0.0% |
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