Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 3.4M | 1.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 2.9M | 1.4B | 2.7% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 2.2M | 1.1B | 2.0% |
| Fidelity Contrafund | Mar 31, 2025 | 2.1M | 1.0B | 1.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2025 | 1.6M | 758.0M | 1.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2024 | 1.5M | 723.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2025 | 1.3M | 643.9M | 1.2% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 1.3M | 637.9M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2025 | 1.3M | 624.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 1.3M | 619.0M | 1.2% |