Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.7M | 4.1B | 0.7% |
| Invesco QQQ Trust, Series 1 | Mar 31, 2026 | 1.9M | 2.8B | 0.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 1.7M | 2.5B | 0.4% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Mar 31, 2026 | 1.6M | 2.4B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 1.3M | 2.0B | 0.3% |
| Fidelity Select Portfolios-Select Semiconductors Portfolio | Mar 31, 2026 | 981.8K | 1.5B | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 748.4K | 1.1B | 0.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 708.9K | 1.1B | 0.2% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 663.8K | 1.0B | 0.2% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Dec 31, 2025 | 646.9K | 980.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.