This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6327546 / PN 001 | Common Collective Trust | $1.8B | 15.5% |
| BLACKROCK FNDMNTL US LARGE CO BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 46-3219119 / PN 001 | Common Collective Trust | $533.2M | 4.6% |
| VFTC TOTAL STOCK MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3046114 / PN 001 | Common Collective Trust | $515.5M | 4.4% |
| VFTC INSTL EXTND MARKET INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | $326.8M | 2.8% |
| BLACKROCK MID CAP EQ IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $239.3M | 2.1% |
| VANGUARD INST TOT INTL ST MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | $124.4M | 1.1% |
| VANGUARD INSTL TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $102.5M | 0.9% |
| T. ROWE PRICE CASH RESERVES TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | $4.8M | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $372K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $21K | — |
| ACR ALPINE CAPITAL RESEARCH LL | 81-4872049 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH ANGLIN FINANCIAL LLC | 26-0778361 | — | NONE | $2.0M | — |
| LEADING EDGE | 47-4221739 | — | NONE | $1.1M | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $716K | — |
| MOUNTAIN CAPITAL INVESTMENT AD | 27-4826969 | — | NONE | $302K | — |
| SYMPHONY RISK SOLUTIONS, LLC | 75-1430195 | — | NONE | $258K | — |
| CHARLES SCHWAB AND CO.,INC. | 94-1737782 | — | NONE | $206K | — |
| ACT WEALTH MANAGEMENT LLC |
| 27-4100156 |
| — |
| NONE |
| $195K |
| — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $122K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $96K | — |
| PRUDENT MAN INVESTMENT MANAGEM | 84-1100775 | — | NONE | $94K | — |
| SYMPHONY FINANCIAL LTD. CO | 55-0808353 | — | NONE | $81K | — |
| ALLWORTH FINANCIAL LP | 68-0372662 | — | NONE | $62K | — |
| WHITE WING WEALTH MANAGEMENT L | 47-1432103 | — | NONE | $48K | — |
| ARISTA WEALTH MANAGEMENT LLC | 20-5148461 | — | NONE | $44K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $43K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $42K | — |
| TEXAS BANK AND TRUST COMPANY | 75-0962666 | — | NONE | $36K | — |
| AVION WEALTH LLC | 20-8804041 | — | NONE | $34K | — |
| J V BRUNI AND COMPANY | 84-1203870 | — | NONE | $34K | — |
| BIP WEALTH LLC | 20-8540101 | — | NONE | $30K | — |
| INDEPENDENT FINANCIAL PARTNERS | 59-3331424 | — | NONE | $29K | — |
| CLEAR SKY FINANCIAL LP | 83-1452095 | — | NONE | $28K | — |
| CAP PARTNERS LLC | 80-0963366 | — | NONE | $23K | — |
| PROSPERITAS FINANCIAL LLC | 85-0538718 | — | NONE | $22K | — |
| COMPASS FINANCIAL MGMT LLC | 33-1068191 | — | NONE | $21K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | NONE | $21K | — |
| WHALEN WEALTH MANAGEMENT INC | 86-1343541 | — | NONE | $20K | — |
| PURPOSE COMPREHENSIVE WEALTH | 85-1897565 | — | NONE | $20K | — |
| AVIATOR FINANCIAL CONSULTING L | 83-1210875 | — | NONE | $19K | — |
| CALLAN ASSOCIATES INC | 94-2192581 | — | NONE | $19K | — |
| KINGSVIEW WEALTH MANAGEMENT LL | 26-4016866 | — | NONE | $18K | — |
| SUMMIT GLOBAL INVESTMENTS LLC | 27-3616371 | — | NONE | $17K | — |
| ACCESS WEALTH MANAGEMENT INC | 20-1884628 | — | NONE | $17K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $16K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $16K | — |
| JOHNSON WEALTH INC | 72-1559585 | — | NONE | $15K | — |
| INVEST SMART USA INC | 45-2481655 | — | NONE | $15K | — |
| WOODLEY FARRA MANION PORTFOLIO | 35-1964649 | — | NONE | $14K | — |
| EUBEL BRADY & SUTTMAN ASSET MA | 31-1386402 | — | NONE | $14K | — |
| FARNAM FINANCIAL LLC | 84-3231488 | — | NONE | $14K | — |
| BROOKWOOD INVESTMENT GROUP LLC | 86-2478300 | — | NONE | $14K | — |
| RCS FINANCIAL PLANNING LLC | 82-3548687 | — | NONE | $13K | — |
| PRIVATE MANAGEMENT GROUP INC | 33-0151740 | — | NONE | $13K | — |
| MADISON PARTNERS | 84-5012397 | — | NONE | $13K | — |
| KRANE FINANCIAL SOLUTIONS LLC | 27-2335992 | — | NONE | $12K | — |
| PERIGON WEALTH MANAGEMENT LLC | 20-0879944 | — | NONE | $12K | — |
| ADVISORY SERVICES NETWORK LLC | 75-3099290 | — | NONE | $12K | — |
| DIVERSIFY WEALTH MANAGEMENT LL | 93-4837681 | — | NONE | $12K | — |
| DYNASTY WEALTH MANAGEMENT LLC | 35-2469176 | — | NONE | $11K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $11K | — |
| KONDRACKI ADVISORY LLC | 46-1169472 | — | NONE | $10K | — |
| ENVISION FINANCIAL SERVICES & | 83-1263115 | — | NONE | $10K | — |
| TRANSFORM WEALTH LLC | 81-1683097 | — | NONE | $10K | — |
| HARVARD AVENUE CONSULTANTS LLC | 26-2827358 | — | NONE | $10K | — |
| ISLAMORADA INVESTMENT | 26-2122192 | — | NONE | $10K | — |
| WATERLOO CAPITAL LP | 20-1788544 | — | NONE | $10K | — |
| MALOON POWERS PITRE & HIGGINS | 68-0402727 | — | NONE | $9K | — |
| AVIDIAN WEALTH ENTERPRISES LLC | 99-1048947 | — | NONE | $9K | — |
| WEBB FINANCIAL GROUP LLC | 41-1901404 | — | NONE | $8K | — |
| AXXCESS WEALTH MANAGEMENT LLC | 35-2436156 | — | NONE | $8K | — |
| TRAJAN WEALTH LLC | 45-2884769 | — | NONE | $8K | — |
| WESTWIND CAPITAL | 85-0408533 | — | NONE | $8K | — |
| FALCON WEALTH PLANNING INC | 47-2775420 | — | NONE | $8K | — |
| CLARK WEALTH PARTNERS LLC | 81-4153633 | — | NONE | $8K | — |
| CORTLAND ASSOCIATES, INC | 43-1504890 | — | NONE | $7K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $7K | — |
| CARLTON HOFFERKAMP AND JENKS W | 27-3286556 | — | NONE | $6K | — |
| GLADSTONE INSTITUTIONAL ADVISO | 47-4043338 | — | NONE | $6K | — |
| MCCARTNEY WEALTH MANAGEMENT LL | 27-3167381 | — | NONE | $6K | — |
| PRIME CAPITAL INVESTMENT ADVIS | 82-1364459 | — | NONE | $6K | — |
| BERKSHIRE MONEY MANAGEMENT INC | 04-3556944 | — | NONE | $5K | — |
| O'HAGAN GROUP INC | 27-5551168 | — | NONE | $5K | — |
| SMARTX ADVISORY SOLUTIONS LLC | 83-0572702 | — | NONE | $5K | — |
