Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 31.9M | 93.6B | 2.6% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 25.2M | 74.1B | 2.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 17.5M | 51.3B | 1.4% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 13.4M | 39.2B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 11.2M | 32.8B | 0.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 10.5M | 30.8B | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 10.1M | 29.6B | 0.8% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Sep 30, 2025 | 7.6M | 22.2B | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 7.3M | 21.4B | 0.6% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Aug 31, 2025 | 7.2M | 21.0B | 0.6% |
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