Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 1.6B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.1M | 1.3B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 983.2K | 1.1B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 568.3K | 654.8M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 553.2K | 637.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 541.5K | 624.0M | 1.1% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 533.2K | 614.4M | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 520.1K | 599.3M | 1.1% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 497.3K | 573.1M | 1.1% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 395K | 455.1M | 0.8% |
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