Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.3M | 3.5B | 80.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 20.3M | 2.8B | 64.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 17.6M | 2.4B | 55.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.4M | 1.4B | 32.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.3M | 1.4B | 32.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 9.7M | 1.3B | 30.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 8.8M | 1.2B | 27.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 8.7M | 1.2B | 27.6% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 5.1M | 690.1M | 16.0% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 4.6M | 631.0M | 14.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.