Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.4M | 426.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.3M | 421.0M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 3.9M | 379.9M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 316.9M | 2.4% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 3.2M | 312.5M | 2.3% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.6M | 257.0M | 1.9% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 2.6M | 253.3M | 1.9% |
| Capital Income Builder | Sep 30, 2025 | 2.3M | 227.8M | 1.7% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 2.2M | 217.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.1M | 202.8M | 1.5% |
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Holders
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