VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
2.84M
$569.67M
+4.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
2.05M
$411.48M
+3.4%
Jun 30, 2026
NEW PERSPECTIVE FUND
1.83%
1.64M
$329.09M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
1.02M
$205.72M
+6.8%
Jun 30, 2026
J.P. Morgan Mutual Fd. Investment TRT-JPMorgan Growth Advantage Fd.
1.00%
897.63K
$180.17M
−18.1%
Jun 30, 2026
T. Rowe Price Mid-Cap Growth Fund, Inc.
0.99%
881.90K
$177.02M
−0.1%
Jun 30, 2026
Fidelity Devonshire Trust-Fidelity Equity-Income Fund
0.86%
768.02K
$154.16M
0.0%
Aug 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).