Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.1M | 280.4M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.1M | 275.9M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 1.5M | 195.5M | 1.7% |
| Baron Growth Fund | Dec 31, 2017 | 1.4M | 181.1M | 1.6% |
| Baron Asset Fund | Dec 31, 2017 | 1.1M | 144.7M | 1.3% |
| New Perspective Fund Inc | Jun 30, 2018 | 1.0M | 188.2M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 970.9K | 179.7M | 1.1% |
| Baron Partners Fund | Dec 31, 2017 | 900K | 118.1M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 883.4K | 115.9M | 1.0% |
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 861.3K | 159.4M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.