Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 2.3M | 2.9% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Oct 31, 2025 | 558.3K | 965.8K | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 477.6K | 826.2K | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 239.8K | 414.8K | 0.5% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 97.2K | 168.2K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 82.4K | 142.6K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 63.0K | 109.0K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 27.8K | 48.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 28.4K | 49.2K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Sep 30, 2025 | 27.5K | 47.6K | 0.1% |
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