Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.3M | 413.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.3M | 411.7M | 3.1% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Sep 30, 2025 | 3.5M | 267.3M | 2.0% |
| Fidelity Select Portfolios-Technology Portfolio | Sep 30, 2025 | 2.8M | 220.3M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 2.2M | 166.9M | 1.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.1M | 158.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 154.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.9M | 144.4M | 1.1% |
| Fidelity Select Portfolios-Select Software and IT Services Portfolio | Sep 30, 2025 | 1.9M | 144.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.8M | 138.6M | 1.1% |
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Holders
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Ultra plan.