Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 301.9K | 43.0K | 0.4% |
| VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund | Nov 30, 2025 | 256.8K | 36.6K | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 217.6K | 31K | 0.3% |
| -Price (T.Rowe) U.S. Equities Trust | Sep 30, 2025 | 29.1K | 4.1K | 0.0% |
| GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund | Dec 31, 2025 | 16.2K | 2.3K | 0.0% |
| -Price (T.Rowe) U.S. Small Cap Index Trust | Sep 30, 2025 | 16.4K | 2.3K | 0.0% |
| VALIC Co I-Small Cap Index Fund | Nov 30, 2025 | 16.4K | 2.3K | 0.0% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Value Index Fund | Nov 30, 2025 | 18.1K | 2.6K | 0.0% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Growth Index Fund | Nov 30, 2025 | 14.0K | 2.0K | 0.0% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 3000 Index Fund | Nov 30, 2025 | 3.6K | 510 | 0 |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.