Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.4M | 1.1B | 3.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 12.7M | 901.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 12.0M | 855.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 10.8M | 767.0M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 10.1M | 717.2M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.2M | 439.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.0M | 425.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.7M | 408.2M | 1.2% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Sep 30, 2025 | 4.5M | 319.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.4M | 311.5M | 0.9% |
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