Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.6M | 488.6M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 1.5M | 442.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.3M | 383.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.2M | 343.6M | 2.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 950.6K | 283.1M | 1.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 660.5K | 196.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 640.7K | 190.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 622.9K | 185.5M | 1.2% |
| First Trust Exchange-Traded Fund-First Trust Capital Strength ETF | Sep 30, 2025 | 486.6K | 144.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 467.3K | 139.2M | 0.9% |
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