Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 27.0K | 34.0K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2025 | 16.3K | 20.5K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | May 31, 2025 | 8.5K | 10.8K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | May 31, 2025 | 288 | 362 | 0.0% |
| Guggenheim Active Allocation Fund | Feb 28, 2025 | 1 | 1 | 0 |