Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2024 | 34.0K | 28.9K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2025 | 23.7K | 20.1K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Mar 31, 2025 | 5.6K | 4.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Mar 31, 2025 | 5.4K | 4.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Mar 31, 2025 | 1.2K | 1.0K | 0.0% |
| Guggenheim Active Allocation Fund | Feb 28, 2025 | 16 | 13 | 0 |