Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 112.2M | 149.7B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 97.7M | 130.4B | 2.5% |
| Invesco QQQ Trust, Series 1 | Nov 30, 2025 | 83.0M | 110.8B | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 51.2M | 68.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 50.0M | 66.8B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 48.0M | 64.1B | 1.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 42.2M | 56.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 32.0M | 42.7B | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Dec 31, 2025 | 31.3M | 41.7B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 25.6M | 34.1B | 0.6% |
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