Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 258.4K | 553.0K | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 160.3K | 343.1K | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 86.3K | 184.6K | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 53.8K | 115.1K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 43.1K | 92.3K | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Feb 28, 2026 | 35.4K | 75.8K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 26.4K | 56.4K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Feb 28, 2026 | 16.3K | 35.0K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 14.4K | 30.9K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 11.8K | 25.2K | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.