Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 1.0M | 5.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 919.5K | 5.1B | 2.8% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 669.0K | 3.7B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 415.7K | 2.3B | 1.3% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2025 | 399.0K | 2.2B | 1.2% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 398.7K | 2.2B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 391.9K | 2.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2025 | 343.7K | 1.9B | 1.1% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 246.9K | 1.4B | 0.8% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 223.2K | 1.2B | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.