Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF | Sep 30, 2025 | 149.3K | 597.2K | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 105.0K | 419.9K | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 31.1K | 124.2K | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 16.2K | 65.0K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 4.8K | 19.2K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Sep 30, 2025 | 3.9K | 15.7K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Sep 30, 2025 | 659 | 2.6K | 0.0% |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | Sep 30, 2025 | 360 | 1.4K | 0.0% |
| Guggenheim Active Allocation Fund | Aug 31, 2025 | 19 | 76 | 0 |
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