Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 35.9M | 2.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 31.6M | 2.4B | 2.8% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2025 | 23.5M | 1.8B | 2.1% |
| INVESTMENT CO OF AMERICA | Jun 30, 2025 | 22.2M | 1.7B | 2.0% |
| GROWTH FUND OF AMERICA | Jun 30, 2025 | 17.6M | 1.3B | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2025 | 16.2M | 1.2B | 1.4% |
| Income Fund of America | Jun 30, 2025 | 15.7M | 1.2B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2025 | 14.4M | 1.1B | 1.3% |
| AMERICAN MUTUAL FUND | Jun 30, 2025 | 14.4M | 1.1B | 1.3% |
| SPDR S&P 500 ETF TRUST | Jun 30, 2025 | 13.7M | 1.0B | 1.2% |