Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2024 | 34.0K | 22.2K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2025 | 19.7K | 12.8K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2025 | 5.6K | 3.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2025 | 3.9K | 2.5K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2025 | 1.2K | 790 | 0.0% |
| Guggenheim Active Allocation Fund | Feb 28, 2025 | 16 | 10 | 0 |