Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund
88.90%
7.48M
$34.50M
+100.0%
Jul 31, 2026
Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
63.44%
5.34M
$24.62M
+100.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
32.60%
2.74M
$12.65M
+10.8%
Jun 30, 2026
iShares Trust-iShares Russell 2000 ETF
24.17%
2.03M
$9.38M
+0.7%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
11.95%
1.01M
$4.64M
+4.2%
Jun 30, 2026
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
10.18%
856.71K
$3.95M
+0.8%
Jul 31, 2026
iShares Trust-iShares Russell 2000 Value ETF
7.49%
630.19K
$2.91M
+0.5%
Aug 31, 2026
VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
7.48%
629.45K
$2.90M
−36.2%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
5.15%
433.51K
$2.00M
+0.4%
Aug 31, 2026
SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
4.89%
411.57K
$1.90M
−1.6%
May 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).