Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 2.9M | 255.4M | 2.5% |
| iShares Russell 2000 ETF | May 31, 2024 | 2.8M | 240.4M | 2.4% |
| Vanguard Extended Market Index Fund | Mar 31, 2024 | 1.3M | 109.7M | 1.1% |
| iShares Russell 2000 Value ETF | May 31, 2024 | 1.1M | 92.1M | 0.9% |
| Fidelity Small Cap Index Fund | Apr 30, 2024 | 859.9K | 75.1M | 0.7% |
| Fidelity Extended Market Index Fund | May 31, 2024 | 494.1K | 43.2M | 0.4% |
| Schwab Strategic Tr-Schwab U.S. Small Cap ETF | Feb 29, 2024 | 409.4K | 35.8M | 0.3% |
| Invesco ETF Tr-Invesco FTSE RAFI US 1500 Small-Mid ETF | May 31, 2024 | 369.8K | 32.3M | 0.3% |
| Vanguard Russell 2000 Index Fund | Feb 29, 2024 | 315.0K | 27.5M | 0.3% |
| Vanguard Materials Index Fund | Feb 29, 2024 | 306.7K | 26.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.