Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.3M | 80.4M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.9M | 43.6M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 3.5M | 39.2M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.0M | 32.7M | 2.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 2.7M | 29.4M | 2.1% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 2.5M | 27.7M | 2.0% |
| JPMorgan Trust II-JPMorgan Large Cap Value Fund | Sep 30, 2025 | 2.2M | 24.4M | 1.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 1.9M | 21.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 21.0M | 1.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.5M | 16.5M | 1.2% |
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Holders
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Ultra plan.