Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 856.4K | 6.1M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 743.2K | 5.3M | 2.3% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 359.5K | 2.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 327.7K | 2.3M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 282.0K | 2.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 242.1K | 1.7M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 169.4K | 1.2M | 0.5% |
| ETF Series Solutions-Hoya Capital High Dividend Yield ETF | Aug 31, 2025 | 150.5K | 1.1M | 0.5% |
| Target Portfolio Trust-PGIM Quant Solutions Small-Cap Value Fund | Jul 31, 2025 | 141.9K | 1.0M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 130.5K | 926.4K | 0.4% |
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