Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.4M | 580.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.7M | 455.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.4M | 408.0M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 2.4M | 401.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 1.8M | 308.5M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.4M | 233.7M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.3M | 226.5M | 1.2% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Sep 30, 2025 | 1.3M | 223.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.3M | 217.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 933.1K | 157.9M | 0.8% |
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