Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.3M | 31.5M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.6M | 25.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.4M | 23.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.6M | 15.0M | 1.5% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | Sep 30, 2025 | 1.4M | 13.5M | 1.4% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 1.3M | 12.7M | 1.3% |
| Fidelity Securities Fund-Fidelity Real Estate Income Fund | Sep 30, 2025 | 1.1M | 10.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 10.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.1M | 10.2M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 910.3K | 8.7M | 0.9% |
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