Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.7M | 255.8M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 138.2M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 109.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 104.2M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.0M | 97.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 606.9K | 58.4M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Sep 30, 2025 | 545.9K | 52.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 490.1K | 47.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 452.9K | 43.6M | 1.0% |
| IVY FUNDS-Macquarie Mid Cap Growth Fund | Sep 30, 2025 | 407.9K | 39.2M | 0.9% |
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Holders
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Ultra plan.