Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 3.6M | 3.8M | 2.3% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Jun 30, 2025 | 3.3M | 3.5M | 2.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2025 | 3.0M | 3.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2025 | 1.4M | 1.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2025 | 1.1M | 1.1M | 0.7% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Jul 31, 2025 | 783.1K | 831.3K | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2025 | 731.1K | 776.1K | 0.5% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund | Jul 31, 2025 | 526.2K | 558.6K | 0.3% |
| VANGUARD ADMIRAL FUNDS-Vanguard S&P Small-Cap 600 Index Fund | May 31, 2025 | 524.2K | 556.5K | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2025 | 436.2K | 463.0K | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.