Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 13.2M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 11.0M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 11.0M | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 1.0M | 9.1M | 2.1% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Aug 31, 2025 | 558.9K | 5.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 536.1K | 4.8M | 1.1% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Sep 30, 2025 | 528.9K | 4.8M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 492.5K | 4.4M | 1.0% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 461.6K | 4.2M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 435.3K | 3.9M | 0.9% |
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