Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 383.5K | 21.0M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 377.5K | 20.6M | 2.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 298.4K | 16.3M | 2.0% |
| VanEck ETF Trust-VanEck Oil Services ETF | Sep 30, 2025 | 223.8K | 12.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 166.6K | 9.1M | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 156.7K | 8.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 150.3K | 8.2M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 134.5K | 7.4M | 0.9% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Aug 31, 2025 | 98.4K | 5.4M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 83.3K | 4.6M | 0.6% |
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