Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.5M | 438.3M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 812.6K | 237.3M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 646.9K | 188.9M | 2.5% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 621.6K | 181.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 611.6K | 178.6M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 520.4K | 151.9M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 342.3K | 99.9M | 1.3% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 332.6K | 97.1M | 1.3% |
| T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U. | Sep 30, 2025 | 326.6K | 95.4M | 1.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 316.9K | 92.5M | 1.2% |
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