VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.54%
803.42K
$1.21M
0.0%
Jun 30, 2026
World Funds Trust-Philotimo Focused Growth & Income Fund
1.24%
393.98K
$590.96K
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.81%
257.54K
$386.31K
+0.9%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
0.41%
131.27K
$196.91K
−0.5%
Aug 31, 2026
iShares Trust-iShares Micro-Cap ETF
0.22%
69.71K
$104.57K
+0.7%
Aug 31, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
0.20%
64.79K
$97.19K
−24.3%
Aug 31, 2026
Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
0.16%
51.48K
$77.22K
0.0%
Jul 31, 2026
Fidelity Concord Street Trust-Fidelity Total Market Index Fund
0.14%
43.45K
$65.17K
0.0%
Aug 31, 2026
TR PRICE-Price (T.Rowe) U.S. Equities Trust
0.12%
39.48K
$59.21K
+30.3%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
0.11%
35.73K
$53.60K
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).