Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.0M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.6M | 1.3B | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.7M | 839.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 3.1M | 693.7M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.4M | 546.0M | 1.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 2.3M | 511.8M | 0.9% |
| Fidelity Magellan Fund | Feb 28, 2026 | 2.2M | 492.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.1M | 484.4M | 0.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 1.8M | 408.6M | 0.7% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Jan 31, 2026 | 1.8M | 402.8M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.