Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.8M | 2.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.6M | 2.1B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 3.8M | 1.8B | 2.1% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.3M | 1.5B | 1.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.3M | 1.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.3M | 1.0B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.2M | 1.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 2.1M | 967.5M | 1.1% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.0M | 937.8M | 1.1% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 2.0M | 916.8M | 1.1% |
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