Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 263.9K | 8.2M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 175.9K | 5.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 111.7K | 3.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 67.4K | 2.1M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 49.6K | 1.5M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 47.3K | 1.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 47.2K | 1.5M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 31.5K | 975.9K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 18.4K | 572.1K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 17.0K | 527.7K | 0.2% |
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