Funds holding UPEXI INC
13 funds declare a position · 0 ETFs and 13 other funds · 3.6M $ · US39959A2050
Funds report on different dates: each line carries its own.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,738,202 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 588,844 | 580.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 242,027 | 160.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 55,556 | 54.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 79,997 | 53K $ | as of Feb 28, 2026 · Original filing | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 65,876 | 43.7K $ | as of Feb 28, 2026 · Original filing | |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,500 | 20.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 23,214 | 15.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,173 | 9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 6,556 | 8.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 971 | 957 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 493 | 485.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 258 | 340.6 $ | 0.00 % | as of Apr 30, 2026 · Original filing |