Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 35.7M | 3.3B | 25.6% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 29.3M | 2.7B | 20.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 28.7M | 2.6B | 20.5% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 26.4M | 2.4B | 18.9% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 24.4M | 2.2B | 17.5% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 23.5M | 2.2B | 16.9% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 23.4M | 2.2B | 16.8% |
| Income Fund of America | Mar 31, 2026 | 18.9M | 1.7B | 13.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 18.7M | 1.7B | 13.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 16.0M | 1.5B | 11.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.