Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.4M | 8.4M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 2.2M | 7.5M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 1.9M | 6.4M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Feb 28, 2026 | 925.1K | 3.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 902.3K | 3.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 787.2K | 2.7M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 678.7K | 2.3M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Apr 30, 2026 | 509.5K | 1.8M | 0.6% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Jan 31, 2026 | 423.8K | 1.5M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 389.3K | 1.3M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.