Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 267.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 261.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 894.8K | 196.9M | 2.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 593.9K | 130.6M | 1.6% |
| Vanguard Explorer Fund | Jul 31, 2025 | 582.7K | 128.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 572.8K | 126.0M | 1.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 563.3K | 123.9M | 1.5% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 526.5K | 115.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 407.8K | 89.7M | 1.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 390.7K | 85.9M | 1.0% |
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Holders
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Ultra plan.