Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 160 | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 714.6K | 71 | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 400.2K | 40 | 0.5% |
| Tidal ETF Trust-Intelligent Real Estate ETF | Jul 31, 2025 | 153.5K | 15 | 0.2% |
| Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF | Sep 30, 2025 | 153.9K | 15 | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 108.8K | 10 | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 90.9K | 9 | 0.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Sep 30, 2025 | 73.8K | 7 | 0.1% |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | Sep 30, 2025 | 15.2K | 1 | 0.0% |
| ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund | Jul 31, 2025 | 308 | 0 | 0 |
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