Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 43.3M | 5.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 38.1M | 5.0B | 2.7% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 28.0M | 3.7B | 2.0% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Dividend Equity ETF | Feb 28, 2025 | 17.7M | 2.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 17.2M | 2.3B | 1.2% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 16.5M | 2.2B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 16.2M | 2.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 12.0M | 1.6B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2025 | 8.5M | 1.1B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2025 | 7.8M | 1.0B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.