Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 34.0K | 24.9K | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jun 30, 2025 | 23.7K | 17.4K | 0.6% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Jun 30, 2025 | 7.1K | 5.2K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Jun 30, 2025 | 5.6K | 4.1K | 0.1% |
| Guggenheim Active Allocation Fund | May 31, 2025 | 17 | 12 | 0 |