Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.2M | 348.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.2M | 343.3M | 3.1% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 3.4M | 284.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 259.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.0M | 165.8M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Sep 30, 2025 | 1.6M | 133.2M | 1.2% |
| First Trust Exchange-Traded Fund-First Trust Capital Strength ETF | Sep 30, 2025 | 1.4M | 119.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 116.8M | 1.1% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 1.4M | 113.8M | 1.0% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund | Sep 30, 2025 | 1.2M | 100.8M | 0.9% |
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Holders
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Ultra plan.