Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 17.0M | 4.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 14.9M | 4.3B | 2.8% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 11.0M | 3.2B | 2.0% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 10.2M | 2.9B | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 8.2M | 2.4B | 1.5% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2025 | 8.0M | 2.3B | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 6.7M | 1.9B | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 6.5M | 1.9B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 6.4M | 1.8B | 1.2% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Apr 30, 2025 | 5.5M | 1.6B | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.