Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 4.1M | 215.6M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.8M | 202.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.8M | 198.8M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 154.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.8M | 150.3M | 2.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 2.6M | 140.0M | 2.2% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 2.4M | 129.2M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 2.1M | 108.7M | 1.7% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Sep 30, 2025 | 2.0M | 107.2M | 1.7% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.0M | 106.1M | 1.6% |
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Holders
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