Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.7M | 1.4B | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.7M | 896.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 3.3M | 802.7M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.4M | 572.2M | 0.9% |
| Fidelity Magellan Fund | Sep 30, 2025 | 2.3M | 558.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 535.6M | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 1.8M | 437.3M | 0.7% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Sep 30, 2025 | 1.8M | 430.6M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.7M | 417.5M | 0.7% |
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