Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 1.2M | 16.7M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 964.7K | 13.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 760.1K | 10.9M | 2.4% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF | Sep 30, 2025 | 597.2K | 8.6M | 1.8% |
| Advisor Managed Portfolios-Miller Income Fund | Sep 30, 2025 | 429.1K | 6.2M | 1.3% |
| GLOBAL X FUNDS-Global X SuperDividend REIT ETF | Sep 30, 2025 | 322.2K | 4.6M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 324.3K | 4.7M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 321.2K | 4.6M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 270.7K | 3.9M | 0.8% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 202.6K | 2.9M | 0.6% |
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