Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 25.9M | 2.7T | 26.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 21.0M | 2.2T | 21.6% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 17.6M | 1.9T | 18.0% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 10.8M | 1.1T | 11.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 10.5M | 1.1T | 10.8% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 10.1M | 1.1T | 10.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 8.7M | 920.0B | 8.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Sep 30, 2026 | 5.9M | 621.7B | 6.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 5.6M | 590.6B | 5.8% |
| Fidelity Contrafund | Aug 31, 2026 | 5.0M | 531.4B | 5.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.