Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 265.7K | 8.5M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 179.8K | 5.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 75.4K | 2.4M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 70.3K | 2.3M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 60.7K | 1.9M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 36.5K | 1.2M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 32.8K | 1.1M | 0.4% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Sep 30, 2025 | 22.3K | 714.3K | 0.3% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 17.7K | 566.6K | 0.2% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 16.5K | 527.5K | 0.2% |
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Holders
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Ultra plan.