Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 35.4K | 12.0K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | May 31, 2025 | 29.0K | 9.8K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | May 31, 2025 | 8.7K | 2.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | May 31, 2025 | 8.7K | 2.9K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | May 31, 2025 | 2.6K | 883 | 0.0% |
| Guggenheim Active Allocation Fund | Feb 28, 2025 | 11 | 3 | 0 |