|
Fidelity Puritan Trust-Fidelity Balanced Fund
|
Mar 31, 2025
|
4.6M
|
19.3M
|
2.3%
|
|
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
|
Dec 31, 2024
|
4.4M
|
18.7M
|
2.2%
|
|
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
|
Dec 31, 2024
|
3.4M
|
14.5M
|
1.7%
|
|
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
|
Mar 31, 2025
|
3.1M
|
13.1M
|
1.5%
|
|
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
|
Dec 31, 2024
|
1.9M
|
8.2M
|
1.0%
|
|
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
|
Dec 31, 2024
|
1.5M
|
6.3M
|
0.7%
|
|
Fidelity Securities Fund-Fidelity Dividend Growth Fund
|
Mar 31, 2025
|
1.3M
|
5.3M
|
0.6%
|
|
Fidelity Advisor Series I-Fidelity Advisor Stock Selector Mid Cap Fund
|
Mar 31, 2025
|
1.0M
|
4.3M
|
0.5%
|
|
Delaware Group Equity Funds IV-Macquarie Growth and Income Fund
|
Dec 31, 2024
|
917.8K
|
3.9M
|
0.5%
|
|
Advisers Investment Trust-State Farm Growth Fund
|
Dec 31, 2024
|
908.9K
|
3.8M
|
0.5%
|
