Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 107.9M | 6.4B | 2.5% |
| Vanguard 500 Index Fund | Dec 31, 2024 | 104.9M | 6.3B | 2.4% |
| Fidelity 500 Index Fund | Dec 31, 2024 | 48.1M | 2.9B | 1.1% |
| SPDR S&P 500 ETF Trust | Jan 31, 2025 | 47.3M | 2.8B | 1.1% |
| iShares Core S&P 500 ETF | Jan 31, 2025 | 45.5M | 2.7B | 1.1% |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | Nov 30, 2024 | 35.2M | 2.1B | 0.8% |
| Vanguard Index-Value Index Fund | Dec 31, 2024 | 29.4M | 1.8B | 0.7% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2024 | 24.5M | 1.5B | 0.6% |
| Vanguard Specialized-Dividend Growth Fund | Oct 31, 2024 | 21.7M | 1.3B | 0.5% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Oct 31, 2024 | 21.0M | 1.3B | 0.5% |