Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 16.8M | 1.4B | 2.0% |
| Dodge & Cox Stock Fund | Dec 31, 2017 | 16.4M | 1.4B | 1.9% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 12.3M | 1.0B | 1.4% |
| First Eagle Global Fund | Jan 31, 2018 | 8.8M | 708.0M | 1.0% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 8.0M | 672.5M | 0.9% |
| Vanguard Specialized-Dividend Growth Fund | Jan 31, 2018 | 8.0M | 636.9M | 0.9% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 7.3M | 606.0M | 0.9% |
| Vanguard/Windsor II | Jan 31, 2018 | 7.4M | 588.0M | 0.9% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 6.6M | 556.7M | 0.8% |
| SPDR Dow Jones Industrial Average ETF | Jun 30, 2018 | 5.9M | 494.1M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.