Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 496.9K | 1.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 157.5K | 335.4K | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 82.3K | 175.3K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Sep 30, 2025 | 34.6K | 73.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 22.1K | 47.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 18.7K | 39.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 20.1K | 42.9K | 0.1% |
| VANGUARD VALLEY FORGE FUNDS-VANGUARD BALANCED INDEX FUND | Sep 30, 2025 | 16.6K | 35.4K | 0.1% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | Jul 31, 2025 | 10.3K | 22.0K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio | Jul 31, 2025 | 6.6K | 14.1K | 0.0% |
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