Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 2.1M | 193.9M | 3.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.8M | 166.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 164.4M | 3.2% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.6M | 148.4M | 2.9% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 1.4M | 127.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 123.7M | 2.4% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 896.1K | 83.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 846.5K | 79.1M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 703.1K | 65.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 599.2K | 56.0M | 1.1% |
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Holders
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Ultra plan.