Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Nov 30, 2025 | 6.3M | 3.6B | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 2.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.3M | 1.9B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.1M | 1.2B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 1.8M | 1.0B | 1.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Nov 30, 2025 | 1.8M | 1.0B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 1.7M | 1.0B | 1.2% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 1.7M | 977.2M | 1.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Nov 30, 2025 | 1.6M | 936.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 851.0M | 1.0% |
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Holders
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Ultra plan.