Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 251.4K | 5.7M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 199.6K | 4.6M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 161.9K | 3.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 94.6K | 2.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 82.4K | 1.9M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 70.5K | 1.6M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 42.6K | 972.6K | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 42.1K | 960.2K | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 39.4K | 900.1K | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 38.5K | 878.4K | 0.4% |
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