Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Sep 30, 2023 | 1.4M | 384.8M | 3.1% |
| Vanguard Small-Cap Index Fund | Sep 30, 2023 | 1.2M | 317.7M | 2.6% |
| iShares Russell 2000 ETF | Sep 30, 2023 | 1.0M | 286.4M | 2.3% |
| Amplify Transformational Data Sharing ETF | Jul 31, 2023 | 748.7K | 204.9M | 1.7% |
| Vanguard Small-Cap Growth Index Fund | Sep 30, 2023 | 650.3K | 177.9M | 1.4% |
| Vanguard Extended Market Index Fund | Sep 30, 2023 | 638.2K | 174.6M | 1.4% |
| DFA U.S. Targeted Value Portfolio | Oct 31, 2023 | 486.7K | 133.2M | 1.1% |
| Fidelity Small Cap Index Fund | Sep 30, 2023 | 423.6K | 115.9M | 0.9% |
| iShares Russell 2000 Value ETF | Sep 30, 2023 | 404.4K | 110.6M | 0.9% |
| Schwab Strategic Tr-Schwab Fundamental U.S. Small Company Index ETF | Aug 31, 2023 | 259.6K | 71.0M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.