Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 2.7M | 51.3B | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.2M | 41.9B | 0.6% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Oct 31, 2025 | 1.9M | 36.5B | 0.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 1.8M | 33.8B | 0.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 1.4M | 27.6B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 1.3M | 26.0B | 0.3% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 1.3M | 24.4B | 0.3% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.1M | 22.1B | 0.3% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 974.0K | 18.8B | 0.3% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Sep 30, 2025 | 740.4K | 14.3B | 0.2% |
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