Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 3.4M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2024 | 2.8M | 1.6B | 2.7% |
| Invesco QQQ Trust, Series 1 | Mar 31, 2025 | 2.2M | 1.2B | 2.1% |
| Fidelity Contrafund | Mar 31, 2025 | 2.1M | 1.1B | 1.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2024 | 1.6M | 867.8M | 1.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 1.5M | 844.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2025 | 1.3M | 737.2M | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 1.3M | 730.2M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2025 | 1.3M | 716.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Mar 31, 2025 | 1.3M | 704.3M | 1.2% |