Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 252.3K | 50.3M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 240.6K | 48.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 187.9K | 37.5M | 2.2% |
| Fidelity Select Portfolios-Select Consumer Staples Portfolio | Sep 30, 2025 | 131.8K | 26.3M | 1.5% |
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | Sep 30, 2025 | 109.1K | 21.7M | 1.3% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 98K | 19.5M | 1.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 94.4K | 18.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 84.9K | 16.9M | 1.0% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 77.4K | 15.4M | 0.9% |
| VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund | Aug 31, 2025 | 70.8K | 14.1M | 0.8% |
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