Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.7M | 833.0M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 1.9M | 590.7M | 1.7% |
| Price (T.Rowe) Growth Stock Fund Inc. | Jun 30, 2018 | 1.8M | 726.9M | 1.6% |
| New Perspective Fund Inc | Jun 30, 2018 | 1.7M | 704.4M | 1.5% |
| Price (T.Rowe) Blue Chip Growth Fund Inc. | Jun 30, 2018 | 1.6M | 677.4M | 1.4% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.3M | 521.8M | 1.1% |
| JP Morgan Large Cap Growth Fund | Jun 30, 2018 | 1.3M | 516.5M | 1.1% |
| Price (T.Rowe) Health Sciences Fund | Jun 30, 2018 | 1.2M | 497.5M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.1M | 350.1M | 1% |
| Advisors Inner Circle Fund-Edgewood Growth Fd | Jan 31, 2018 | 1.1M | 398.7M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.