Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.8M | 1.3B | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.3M | 989.3M | 3.4% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 4.5M | 833.3M | 2.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 2.9M | 534.4M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 2.7M | 509.1M | 1.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.7M | 507.7M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.7M | 492.2M | 1.7% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.5M | 472.3M | 1.6% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 2.5M | 465.7M | 1.6% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 2.3M | 432.5M | 1.5% |
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