Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMCAP FUND | Sep 30, 2025 | 2.4M | 888.7M | 8.5% |
| SmallCap World Fund Inc | Sep 30, 2025 | 2.1M | 773.3M | 7.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 892.5K | 333.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 886.4K | 331.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 666.9K | 249.4M | 2.4% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 587.6K | 219.8M | 2.1% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 501.3K | 187.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 373.1K | 139.5M | 1.3% |
| iShares Trust-iShares U.S. Home Construction ETF | Sep 30, 2025 | 306.2K | 114.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 299.3K | 111.9M | 1.1% |
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