Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.3M | 322.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.2M | 320.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.1M | 239.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.9M | 153.4M | 1.5% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Metals & Mining ETF | Sep 30, 2025 | 3.7M | 144.8M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.8M | 108.2M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.5M | 96.5M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.9M | 75.8M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 1.6M | 63.9M | 0.6% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Sep 30, 2025 | 1.6M | 63.2M | 0.6% |
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Holders
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