Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 1.3M | 446.1M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.1M | 404.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 821.7K | 292.1M | 2.3% |
| SmallCap World Fund Inc | Jun 30, 2026 | 786.8K | 279.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 473.9K | 168.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 410.9K | 146.1M | 1.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Jun 30, 2026 | 385.5K | 137.0M | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Aug 31, 2026 | 381.7K | 135.7M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 362.6K | 128.9M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Aug 31, 2026 | 334.6K | 118.9M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.