Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.1M | 26.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.6M | 19.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.5M | 19.4M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 3.5M | 15.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.9M | 12.5M | 1.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 2.5M | 10.8M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.1M | 9.3M | 1.1% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 1.8M | 8.0M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 1.5M | 6.6M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 1.5M | 6.5M | 0.8% |
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Holders
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Ultra plan.