World Funds Trust-Philotimo Focused Growth & Income Fund
3.49%
327.40K
$929.82K
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.28%
214.24K
$608.45K
+2.6%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.96%
90.24K
$256.27K
−0.4%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
0.50%
47.30K
$134.33K
−0.5%
Aug 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
0.49%
46.14K
$131.03K
0.0%
Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
0.34%
31.66K
$89.93K
0.0%
Jul 31, 2026
Fidelity Concord Street Trust-Fidelity Total Market Index Fund
0.21%
19.73K
$56.04K
0.0%
Aug 31, 2026
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
0.18%
17.12K
$48.62K
0.0%
Aug 31, 2026
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
0.16%
15.05K
$42.75K
0.0%
Aug 31, 2026
LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional U.S. Core Eqy. 2 Fd
0.08%
7.15K
$20.29K
0.0%
Jun 30, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).