VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.00%
4.51M
$160.94M
−4.5%
Jun 30, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
2.97%
4.46M
$159.19M
−4.0%
May 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.17%
3.26M
$116.33M
−5.1%
Jun 30, 2026
PIMCO Equity Series-PIMCO RAE US Small Fund
1.33%
2.01M
$71.66M
−10.2%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
1.25%
1.89M
$67.33M
−1.7%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.14%
1.71M
$61.11M
−11.9%
Jun 30, 2026
Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
0.85%
1.29M
$45.87M
−6.5%
Jul 31, 2026
SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
0.73%
1.10M
$39.05M
−1.1%
Aug 31, 2026
RUSSELL INVESTMENT CO-Tax-Managed U.S. Large Cap Fund
0.65%
981.63K
$35.00M
+102.8%
Jul 31, 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).