Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 3.4M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 2.9M | 1.6B | 2.7% |
| Invesco QQQ Trust, Series 1 | May 31, 2025 | 2.2M | 1.2B | 2.1% |
| Fidelity Contrafund | May 31, 2025 | 1.9M | 1.1B | 1.8% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2025 | 1.6M | 851.4M | 1.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 1.5M | 828.8M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2025 | 1.3M | 727.3M | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 1.3M | 716.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | May 31, 2025 | 1.3M | 688.0M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | May 31, 2025 | 1.2M | 667.7M | 1.1% |