Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 215.6K | 211.3K | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 87.3K | 85.6K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 50.6K | 49.6K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 13.2K | 12.9K | 0.1% |
| Northern Funds-SMALL CAP CORE FUND | Sep 30, 2025 | 10.3K | 10.1K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 10.2K | 10.0K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 2.8K | 2.8K | 0.0% |
| Guggenheim Active Allocation Fund | Aug 31, 2025 | 25 | 24 | 0 |
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