SelectQuote, 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 | $2.69M | 0.00% | 4,268,452 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $2.17M | 0.00% | 3,442,552 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $987.6K | 0.00% | 1,568,811 NS | $81.50B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $516.1K | 0.00% | 819,893 NS | $12.17B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $419.0K | 0.01% | 665,631 NS | $4.10B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $299.7K | 0.00% | 476,115 NS | $12.46B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $220.3K | 0.02% | 349,943 NS | $1.21B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $144.1K | 0.00% | 228,989 NS | $4.82B | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $138.5K | 0.11% | 220,000 NS | $123.00M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $134.4K | 0.00% | 213,562 NS | $79.62B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $98.6K | 0.00% | 156,584 NS | $3.39B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $64.0K | 0.00% | 101,700 NS | $1.95B | FIGI |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | — | $62.2K | 0.01% | 98,825 NS | $520.63M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $60.9K | 0.00% | 96,697 NS | $1.59B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $52.7K | 0.00% | 83,731 NS | $58.89B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $48.0K | 0.00% | 76,271 NS | $1.14B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $42.9K | 0.00% | 68,168 NS | $30.28B | FIGI |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | — | $42.4K | 0.02% | 67,338 NS | $190.26M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $31.3K | 0.00% | 49,681 NS | $1.80B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $28.5K | 0.00% | 45,202 NS | $17.05B | FIGI |
| Small Cap Index Fund Northern Funds | — | $28.4K | 0.00% | 45,178 NS | $1.38B | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $28.1K | 0.01% | 44,683 NS | $359.35M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $28.0K | 0.00% | 44,554 NS | $962.08M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $27.0K | 0.00% | 42,903 NS | $2.63B | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $26.4K | 0.00% | 41,939 NS | $823.49M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $22.4K | 0.00% | 35,549 NS | $1.90B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $21.0K | 0.00% | 33,389 NS | $768.54M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $17.8K | 0.00% | 28,332 NS | $550.95M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $17.1K | 0.00% | 27,157 NS | $584.32M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $16.6K | 0.01% | 26,313 NS | $174.05M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $13.3K | 0.00% | 21,145 NS | $419.22M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $13.3K | 0.00% | 21,053 NS | $9.06B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $12.6K | 0.00% | 20,060 NS | $9.23B | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $12.5K | 0.01% | 19,920 NS | $95.70M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $11.9K | 0.00% | 18,889 NS | $741.60M | FIGI |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | — | $10.2K | 0.01% | 16,221 NS | $136.51M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $10.0K | 0.00% | 15,959 NS | $386.68M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $10.0K | 0.00% | 15,945 NS | $358.38M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $9.7K | 0.00% | 15,474 NS | $332.36M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $8.5K | 0.00% | 13,427 NS | $354.45M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $7.9K | 0.00% | 12,515 NS | $5.26B | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $7.6K | 0.00% | 12,128 NS | $253.61M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $7.3K | 0.00% | 11,528 NS | $722.25M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $7.2K | 0.00% | 11,385 NS | $225.03M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $7.0K | 0.00% | 11,125 NS | $2.98B | FIGI |
| Spectrum Fund Meeder Funds | — | $6.8K | 0.00% | 10,853 NS | $241.63M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $6.5K | 0.00% | 10,340 NS | $1.86B | FIGI |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | — | $6.2K | 0.01% | 9,890 NS | $114.79M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $6.2K | 0.00% | 9,833 NS | $185.65M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $5.8K | 0.00% | 9,168 NS | $460.74M | FIGI |