Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2025 | 2.5M | 1.8B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2025 | 1.9M | 1.4B | 0.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 1.8M | 1.3B | 0.5% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Mar 31, 2025 | 1.5M | 1.1B | 0.4% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Apr 30, 2025 | 1.4M | 1.0B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2025 | 1.3M | 974.6M | 0.3% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 1.3M | 946.0M | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 1.2M | 861.6M | 0.3% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 985.9K | 720.6M | 0.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. | Mar 31, 2025 | 710.3K | 519.2M | 0.2% |
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Holders
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