Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 12.1M | 4.4B | 4.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 8.1M | 3.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 7.1M | 2.6B | 2.8% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2025 | 5.3M | 1.9B | 2.1% |
| AMERICAN BALANCED FUND | Jun 30, 2025 | 4.9M | 1.8B | 1.9% |
| NEW PERSPECTIVE FUND | Jun 30, 2025 | 4.6M | 1.7B | 1.8% |
| INVESTMENT CO OF AMERICA | Jun 30, 2025 | 4.3M | 1.6B | 1.7% |
| AMCAP FUND | Jun 30, 2025 | 3.5M | 1.3B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2025 | 3.3M | 1.2B | 1.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Jun 30, 2025 | 3.1M | 1.1B | 1.2% |