Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.3M | 267.5M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 2.0M | 239.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 756.8K | 89.8M | 1% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Sep 30, 2025 | 546.0K | 64.8M | 0.7% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 529.7K | 62.9M | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 532.7K | 63.2M | 0.7% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 452.8K | 53.7M | 0.6% |
| iShares Trust-iShares S&P Mid-Cap 400 Value ETF | Sep 30, 2025 | 381.1K | 45.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 375.7K | 44.6M | 0.5% |
| Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND | Sep 30, 2025 | 334.8K | 39.7M | 0.4% |
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Holders
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Ultra plan.