Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 1.4B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.1M | 1.1B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 983.2K | 967.9M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 568.3K | 559.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 555.8K | 547.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 541.5K | 533.1M | 1.1% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 533.2K | 524.9M | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 520.1K | 512.0M | 1.1% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 497.3K | 489.6M | 1.1% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 395K | 388.8M | 0.8% |
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