Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 212.9K | 353.4K | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 78.2K | 129.9K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 52.8K | 87.6K | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 33.7K | 56.0K | 0.2% |
| Bridgeway Funds, Inc.-Ultra-Small Company Market Fund | Sep 30, 2025 | 13K | 21.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 12.0K | 19.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 10.1K | 16.8K | 0.1% |
| GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund | Sep 30, 2025 | 7.8K | 13.0K | 0.1% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | Sep 30, 2025 | 5.6K | 9.2K | 0.0% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 5.3K | 8.8K | 0.0% |
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Holders
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Ultra plan.