Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Nov 30, 2025 | 2.7M | 2.8B | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Oct 31, 2025 | 1.9M | 2.0B | 0.5% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Nov 30, 2025 | 1.9M | 2.0B | 0.5% |
| Invesco QQQ Trust, Series 1 | Nov 30, 2025 | 1.8M | 1.9B | 0.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 1.4M | 1.5B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Nov 30, 2025 | 1.3M | 1.4B | 0.3% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 1.3M | 1.3B | 0.3% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.1M | 1.2B | 0.3% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 974.0K | 1.0B | 0.3% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Sep 30, 2025 | 740.4K | 773.8M | 0.2% |
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