Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.4M | 896.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 2.1M | 770.3M | 2.6% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 1.7M | 639.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 1.7M | 611.7M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 1.1M | 395.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 1.0M | 384.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 987.5K | 364.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Jun 30, 2026 | 953.8K | 351.7M | 1.2% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Aug 31, 2026 | 818.7K | 301.9M | 1.0% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | May 31, 2026 | 694.8K | 256.2M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.