Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.4M | 157.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.3M | 155.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.0M | 116.7M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.2M | 92.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 65.3M | 1.3% |
| BARON INVESTMENT Fd.S TRT -BARON SMALL CAP Fd. | Sep 30, 2025 | 1.9M | 55.7M | 1.1% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Sep 30, 2025 | 1.9M | 54.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.8M | 52.7M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.3M | 36.9M | 0.8% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.2M | 35.8M | 0.7% |
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Holders
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Ultra plan.