Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Sep 30, 2022 | 16.0M | 3.8B | 3.0% |
| Vanguard 500 Index Fund | Sep 30, 2022 | 12.1M | 2.9B | 2.3% |
| Vanguard/Primecap Fund | Sep 30, 2022 | 9.2M | 2.2B | 1.7% |
| Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | Dec 31, 2022 | 7.1M | 1.7B | 1.3% |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | Nov 30, 2022 | 6.7M | 1.6B | 1.3% |
| SPDR Dow Jones Industrial Average ETF | Dec 31, 2022 | 5.9M | 1.4B | 1.1% |
| SPDR S&P 500 ETF Trust | Dec 31, 2022 | 5.9M | 1.4B | 1.1% |
| Fidelity 500 Index Fund | Dec 31, 2022 | 5.8M | 1.4B | 1.1% |
| iShares Core S&P 500 ETF | Dec 31, 2022 | 4.8M | 1.1B | 0.9% |
| Capital Income Builder, Inc. | Dec 31, 2022 | 4.7M | 1.1B | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.