Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 172.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 168.0M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 134.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 127.5M | 2.4% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Sep 30, 2025 | 974.9K | 117.9M | 2.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 775.6K | 93.8M | 1.8% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 645.1K | 78.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 589.5K | 71.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 475.7K | 57.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 446.0K | 53.9M | 1.0% |
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Holders
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Ultra plan.