Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.6M | 264.7M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.9M | 136.6M | 3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 113.3M | 2.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.5M | 108.5M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.5M | 107.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 102.5M | 2.3% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.1M | 79.7M | 1.8% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 1.0M | 75.7M | 1.7% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Aug 31, 2025 | 1.0M | 74.2M | 1.6% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 835.8K | 60.9M | 1.3% |
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Holders
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Ultra plan.