Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 424.6K | 3.6M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 332.6K | 2.8M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 299.5K | 2.5M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 217.8K | 1.8M | 1.4% |
| NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund | Aug 31, 2025 | 165K | 1.4M | 1.0% |
| NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund | Aug 31, 2025 | 148K | 1.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 119.6K | 1.0M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 118.2K | 992.7K | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 115.0K | 965.6K | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 101.7K | 854.1K | 0.6% |
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