Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 557.7M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 550.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 893.0K | 414.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 499.7K | 231.8M | 1.4% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Sep 30, 2025 | 459.5K | 213.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 403.4K | 187.2M | 1.1% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Aerospace & Defense ETF | Sep 30, 2025 | 284.2K | 131.9M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 282.5K | 131.1M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Sep 30, 2025 | 285.1K | 132.3M | 0.8% |
| Franklin Custodian Funds-FRANKLIN GROWTH FUND | Sep 30, 2025 | 271.9K | 126.2M | 0.7% |
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Holders
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Ultra plan.