Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Dec 31, 2022 | 5.6M | 223.7M | 4.6% |
| iShares Core S&P Midcap ETF | Dec 31, 2022 | 3.4M | 135.4M | 2.8% |
| Vanguard Total Stock Market Index Fund | Sep 30, 2022 | 3.3M | 131.9M | 2.7% |
| Vanguard Small-Cap Index Fund | Sep 30, 2022 | 2.9M | 113.0M | 2.4% |
| Wasatch Core Growth Fund | Sep 30, 2022 | 2.3M | 92.3M | 1.9% |
| DFA U.S. Small Cap Value Series | Oct 31, 2022 | 2.3M | 89.9M | 1.9% |
| Vanguard Small Cap Value Index Fund | Sep 30, 2022 | 1.9M | 77.2M | 1.6% |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | Nov 30, 2022 | 1.7M | 66.1M | 1.4% |
| Vanguard Extended Market Index Fund | Sep 30, 2022 | 1.5M | 59.1M | 1.2% |
| SSgA SPDR ETFS Europe I-SPDR S&P U.S. Div Aristocrats Eur HDG UCITS | Dec 31, 2022 | 1.2M | 48.2M | 1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.