Carlsmed, Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | — | $5.32M | 0.17% | 588,027 NS | $3.06B | FIGI |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | — | $3.11M | 0.27% | 343,579 NS | $1.16B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $1.76M | 0.00% | 194,638 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $1.57M | 0.00% | 173,168 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $667.5K | 0.00% | 73,755 NS | $81.50B | FIGI |
| Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND | — | $507.7K | 0.71% | 56,101 NS | $71.65M | FIGI |
| Buffalo Early Stage Growth Fund Buffalo Funds | — | $481.4K | 0.79% | 53,197 NS | $61.30M | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $398.2K | 0.00% | 43,995 NS | $12.17B | FIGI |
| WesMark Small Company Fund WesMark Funds | — | $334.9K | 0.22% | 37,000 NS | $155.10M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $183.4K | 0.02% | 20,265 NS | $1.21B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $166.8K | 0.00% | 18,433 NS | $12.46B | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $116.9K | 0.06% | 12,922 NS | $207.99M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $103.1K | 0.00% | 11,392 NS | $4.82B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $54.1K | 0.00% | 5,976 NS | $3.39B | FIGI |
| Small Cap Index Fund Northern Funds | — | $44.0K | 0.00% | 4,865 NS | $1.38B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $37.7K | 0.00% | 4,165 NS | $1.14B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $35.9K | 0.00% | 3,964 NS | $58.89B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $34.2K | 0.00% | 3,774 NS | $30.28B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $31.7K | 0.00% | 3,500 NS | $2.63B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $30.2K | 0.00% | 3,334 NS | $1.80B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $15.8K | 0.00% | 1,741 NS | $550.95M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $13.6K | 0.00% | 1,500 NS | $1.95B | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $13.2K | 0.01% | 1,455 NS | $174.05M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $13.1K | 0.00% | 1,452 NS | $768.54M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $10.9K | 0.00% | 1,203 NS | $9.06B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $10.7K | 0.00% | 1,178 NS | $584.32M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $10.0K | 0.00% | 1,107 NS | $962.08M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $9.2K | 0.00% | 1,014 NS | $419.22M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $6.5K | 0.00% | 720 NS | $358.38M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $6.2K | 0.00% | 687 NS | $9.23B | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $6.1K | 0.00% | 669 NS | $354.45M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $5.8K | 0.00% | 645 NS | $5.26B | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $5.5K | 0.00% | 613 NS | $386.68M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $5.3K | 0.00% | 582 NS | $225.03M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $5.1K | 0.00% | 565 NS | $253.61M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $4.8K | 0.00% | 525 NS | $1.08B | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $3.7K | 0.00% | 413 NS | $436.75M | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $3.0K | 0.00% | 336 NS | $241.02M | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $2.8K | 0.00% | 306 NS | $114.79M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $2.1K | 0.00% | 234 NS | $1.02B | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $1.4K | 0.00% | 152 NS | $260.28M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $307.70 | 0.00% | 34 NS | $54.22M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $244.35 | 0.00% | 27 NS | $15.31M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $181.00 | 0.00% | 20 NS | $11.88M | FIGI |