Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 52.9M | 7.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 46.4M | 6.3B | 2.7% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Apr 30, 2025 | 29.3M | 4.0B | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 21.0M | 2.9B | 1.2% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 20.1M | 2.7B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 19.8M | 2.7B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 17.9M | 2.4B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 14.7M | 2.0B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 10.3M | 1.4B | 0.6% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 8.7M | 1.2B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.