Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 2.7M | 3.8B | 0.7% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 1.9M | 2.6B | 0.5% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Apr 30, 2026 | 1.7M | 2.3B | 0.4% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 1.7M | 2.3B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 1.4M | 1.9B | 0.3% |
| Fidelity Select Portfolios-Select Semiconductors Portfolio | Mar 31, 2026 | 981.8K | 1.4B | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 748.4K | 1.0B | 0.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 708.9K | 981.8M | 0.2% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 663.8K | 919.3M | 0.2% |
| iShares Trust-iShares Semiconductor ETF | Apr 30, 2026 | 574.3K | 795.4M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.