Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 2.6M | 3.2B | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 1.9M | 2.3B | 0.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 1.9M | 2.3B | 0.5% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Jan 31, 2026 | 1.8M | 2.2B | 0.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 1.4M | 1.7B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Dec 31, 2025 | 1.3M | 1.6B | 0.3% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 1.3M | 1.5B | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 942.0K | 1.1B | 0.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 730.0K | 883.4M | 0.2% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 704.9K | 853.0M | 0.2% |
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