Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 41.6M | 10.6B | 31.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 33.3M | 8.5B | 25.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 28.1M | 7.2B | 21.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 17.2M | 4.4B | 13.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 17.0M | 4.3B | 13.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 16.8M | 4.3B | 12.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 15.7M | 4.0B | 12.0% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 14.9M | 3.8B | 11.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 14.2M | 3.6B | 10.9% |
| VanEck ETF Trust-VanEck Semiconductor ETF | May 31, 2026 | 14.1M | 3.6B | 10.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.