Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 26.2K | 26.0K | 0 |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | Jul 31, 2025 | 4.2K | 4.2K | 0 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 51.5K | 51.1K | 0 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 2.0K | 2.0K | 0 |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 15.3K | 15.1K | 0 |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 8.7K | 8.6K | 0 |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 41.3K | 41.0K | 0 |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 12.9K | 12.8K | 0 |
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Holders
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Ultra plan.