Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 2.8M | 2.8% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 1.9M | 1.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 1.0M | 1.0% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Sep 30, 2025 | 610.9K | 559.9K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 563.1K | 516.0K | 0.5% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 528.3K | 484.2K | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 513.3K | 470.4K | 0.5% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Sep 30, 2025 | 518.9K | 475.5K | 0.5% |
| VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund | Aug 31, 2025 | 445.5K | 408.3K | 0.4% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jul 31, 2025 | 383.3K | 351.2K | 0.3% |
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