Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 20.4M | 4.4B | 2.9% |
| Vanguard 500 Index Fund | Dec 31, 2024 | 17.6M | 3.8B | 2.5% |
| Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | Jan 31, 2025 | 13.2M | 2.8B | 1.9% |
| Fidelity 500 Index Fund | Dec 31, 2024 | 8.1M | 1.7B | 1.2% |
| SPDR S&P 500 ETF Trust | Jan 31, 2025 | 7.9M | 1.7B | 1.1% |
| iShares Core S&P 500 ETF | Jan 31, 2025 | 7.6M | 1.6B | 1.1% |
| Vanguard Specialized-Dividend Growth Fund | Oct 31, 2024 | 7.4M | 1.6B | 1.1% |
| Vanguard Index-Value Index Fund | Dec 31, 2024 | 5.5M | 1.2B | 0.8% |
| SPDR Dow Jones Industrial Average ETF | Jan 31, 2025 | 5.2M | 1.1B | 0.8% |
| MFS Series Trust I-MFS Value Fund | Nov 30, 2024 | 4.5M | 959.5M | 0.6% |