Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 119.7K | 954.2K | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 46.9K | 374.2K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 26.8K | 213.4K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 7.6K | 60.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 6.1K | 48.9K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | Dec 31, 2025 | 4.3K | 34.6K | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 3.3K | 26.7K | 0.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Equity ETF | Jan 31, 2026 | 1.4K | 11.4K | 0.0% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 1.9K | 15.0K | 0.0% |
| Dimensional ETF Trust-Dimensional US Core Equity 1 ETF | Jan 31, 2026 | 1.2K | 9.3K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.