Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.8M | 1.9B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.2M | 1.5B | 2.7% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 11.1M | 1.3B | 2.2% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 8.5M | 968.1M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.8M | 772.9M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.6M | 749.1M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.3M | 721.6M | 1.3% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 5.9M | 673.4M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 5.4M | 615.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.8M | 548.2M | 1.0% |
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