Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 37.3M | 2.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 32.8M | 2.0B | 2.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2025 | 16.8M | 1.0B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 14.8M | 898.7M | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 14.2M | 861.8M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 14.0M | 847.5M | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 11.8M | 714.5M | 1% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Apr 30, 2025 | 11.4M | 692.4M | 1.0% |
| AMERICAN BALANCED FUND | Mar 31, 2025 | 11.3M | 684.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 10.4M | 627.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.