Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 2.9M | 85.2B | 0.7% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Jul 31, 2026 | 2.1M | 61.3B | 0.5% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 1.9M | 56.4B | 0.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2026 | 1.7M | 50.8B | 0.4% |
| Fidelity Select Portfolios-Select Semiconductors Portfolio | Jun 30, 2026 | 1.6M | 48.0B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 1.4M | 41.0B | 0.4% |
| Growth Fund of America | Jun 30, 2026 | 1.2M | 35.6B | 0.3% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 748.4K | 22.2B | 0.2% |
| iShares Trust-iShares MSCI EAFE Growth ETF | Jun 30, 2026 | 593.2K | 17.6B | 0.2% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 540.4K | 16.1B | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.