Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 1.7M | 20.3M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 17.0M | 3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 12.3M | 2.2% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF | Jan 31, 2026 | 1.0M | 11.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 517.9K | 6.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 475.4K | 5.6M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 324.6K | 3.8M | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 305.8K | 3.6M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Nov 30, 2025 | 300.7K | 3.5M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 266.9K | 3.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.