Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 751.5K | 3.8M | 10.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 16.6K | 82.9K | 0.2% |
| iShares Micro Cap ETF | Jun 30, 2018 | 10.6K | 25.8K | 0.2% |
| Fidelity Extended Market Index Fund | Jun 30, 2018 | 10.4K | 25.3K | 0.2% |
| Quantitative Master Series Tr-Extended Market Index Series | Dec 31, 2017 | 9.2K | 45.8K | 0.1% |
| Fidelity NASDAQ Composite Index Fund | Jun 30, 2018 | 6.9K | 16.8K | 0.1% |
| Vanguard Balanced Index Fund | Dec 31, 2017 | 6.9K | 34.5K | 0.1% |
| Fidelity Total Market Index Fund | Jun 30, 2018 | 4.2K | 10.2K | 0.1% |
| Invesco ETF Tr-Invesco Wilshire Micro Cap ETF | Jun 30, 2018 | 2.0K | 4.8K | 0.0% |
| iShares Core S&P Total U.S. Stock Market ETF | Jun 30, 2018 | 1.8K | 4.5K | 0.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.