株主名
        
          持株比率
        
          株式保有額
        
          持株比率
        
          報告書の日付
        
          iShares Trust-iShares Core S&P Small-Cap ETF
        
          5.47%
        
          $153.01M
        
          4.63M
        
          2025-09-30
        
          VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
        
          3.15%
        
          $87.98M
        
          2.66M
        
          2025-09-30
        
          VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
        
          2.36%
        
          $66.11M
        
          2.00M
        
          2025-09-30
        
          VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
        
          1.51%
        
          $42.18M
        
          1.28M
        
          2025-09-30
        
          VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
        
          1.48%
        
          $41.28M
        
          1.25M
        
          2025-09-30
        
          Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total
        
          1.26%
        
          $35.21M
        
          1.06M
        
          2025-09-30
        
          Fidelity Puritan Trust-Fidelity Balanced Fund
        
          1.22%
        
          $34.24M
        
          1.04M
        
          2025-09-30
        
          SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF
        
          0.81%
        
          $22.64M
        
          684.77K
        
          2025-09-30
        
          iShares Trust-iShares S&P Small-Cap 600 Growth ETF
        
          0.79%
        
          $22.08M
        
          667.86K
        
          2025-09-30
        
          VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
        
          0.72%
        
          $20.23M
        
          611.96K
        
          2025-09-30