Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Russell 2000 ETF | Oct 31, 2024 | 780.6K | 327.8K | 0.6% |
| Vanguard Extended Market Index Fund | Sep 30, 2024 | 497.0K | 208.7K | 0.3% |
| Fidelity Small Cap Index Fund | Oct 31, 2024 | 300.3K | 126.1K | 0.2% |
| Schwab Strategic Tr-Schwab U.S. Small Cap ETF | Aug 31, 2024 | 285.4K | 119.9K | 0.2% |
| iShares Russell 2000 Growth ETF | Oct 31, 2024 | 268.4K | 112.7K | 0.2% |
| Fidelity Extended Market Index Fund | Oct 31, 2024 | 167.7K | 70.5K | 0.1% |
| Vanguard Russell 2000 Index Fund | Aug 31, 2024 | 118.1K | 49.6K | 0.1% |
| Fidelity NASDAQ Composite Index Fund | Oct 31, 2024 | 78.2K | 32.8K | 0.1% |
| Schwab Capital Trust-Small Cap Index Fund | Oct 31, 2024 | 69.2K | 29.1K | 0.1% |
| Quantitative Master Series Tr-Master Small Cap Index Series | Sep 30, 2024 | 58.4K | 24.5K | 0.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.