Nerdy Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $1.41M | 0.00% | 1,728,690 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $1.26M | 0.00% | 1,546,839 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $609.5K | 0.00% | 746,759 NS | $81.50B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $407.1K | 0.00% | 498,811 NS | $12.17B | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $137.1K | 0.11% | 168,000 NS | $123.00M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $126.6K | 0.01% | 155,130 NS | $1.21B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $80.7K | 0.00% | 98,837 NS | $4.82B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $67.3K | 0.00% | 82,470 NS | $1.59B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $63.2K | 0.00% | 77,386 NS | $5.64B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $59.1K | 0.00% | 72,459 NS | $3.39B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $54.0K | 0.00% | 66,116 NS | $58.89B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $40.5K | 0.00% | 49,580 NS | $1.90B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $37.5K | 0.00% | 45,939 NS | $1.14B | FIGI |
| Small Cap Index Fund Northern Funds | — | $34.8K | 0.00% | 42,682 NS | $1.38B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $29.0K | 0.00% | 35,500 NS | $1.95B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $16.1K | 0.00% | 19,763 NS | $962.08M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $16.1K | 0.00% | 19,700 NS | $2.63B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $11.1K | 0.00% | 13,576 NS | $768.54M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $10.0K | 0.00% | 12,226 NS | $9.23B | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $9.9K | 0.01% | 12,124 NS | $174.05M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $7.7K | 0.00% | 9,492 NS | $584.32M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $7.6K | 0.00% | 9,349 NS | $386.68M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $7.2K | 0.00% | 8,820 NS | $419.22M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $6.9K | 0.00% | 8,498 NS | $358.38M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $5.7K | 0.00% | 6,995 NS | $354.45M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $3.9K | 0.00% | 4,790 NS | $225.03M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $3.5K | 0.00% | 4,254 NS | $460.74M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $3.3K | 0.00% | 4,065 NS | $253.61M | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $3.2K | 0.00% | 3,941 NS | $114.79M | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $1.9K | 0.00% | 2,323 NS | $241.02M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $1.6K | 0.00% | 2,003 NS | $1.02B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $1.6K | 0.00% | 1,972 NS | $1.58B | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $1.5K | 0.00% | 1,800 NS | $79.21M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $743.56 | 0.00% | 911 NS | $883.82M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $240.78 | 0.00% | 295 NS | $54.22M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $164.06 | 0.00% | 201 NS | $15.31M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $124.06 | 0.00% | 152 NS | $11.88M | FIGI |
| Russell 2000 Fund Rydex Series Funds | — | $111.00 | 0.00% | 136 NS | $12.87M | FIGI |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | — | $66.11 | 0.00% | 81 NS | $5.96M | FIGI |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | — | $13.06 | 0.00% | 16 NS | $2.76M | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | -$17.1K | -0.00% | -21,000 NS | $3.61B | FIGI |