| Holder |
Date Reported |
% Held |
% of Total Assets |
Total Shares |
Period change |
Change % |
| Vanguard Total Stock Mkt Idx Inv |
2025-07-31 |
2.8152 |
3.6769 |
300242297 |
-6944621 |
-2.2607 |
| Vanguard 500 Index Investor |
2025-07-31 |
2.1931 |
4.1154 |
233888096 |
-34261802 |
-12.7771 |
| Fidelity 500 Index |
2025-07-31 |
1.123 |
4.111 |
119769978 |
51426 |
0.043 |
| SPDR® S&P 500® ETF |
2025-08-31 |
1.07 |
3.9448 |
114111761 |
1403897 |
1.2456 |
| iShares Core S&P 500 ETF |
2025-08-31 |
1.0661 |
3.9425 |
113695882 |
0 |
0 |
| Vanguard Growth Index Investor |
2025-07-31 |
0.8743 |
6.7301 |
93240602 |
344346 |
0.3707 |
| Invesco QQQ Trust |
2025-08-29 |
0.834 |
5.5716 |
88940952 |
617304 |
0.6989 |
| Vanguard Institutional Index I |
2025-07-31 |
0.5356 |
4.116 |
57118683 |
-636250 |
-1.1016 |
| Capital Group Growth Fnd of Amer Comp |
2025-06-30 |
0.4772 |
3.4808 |
50889356 |
-7351727 |
-12.6229 |
| American Funds Growth Fund of Amer A |
2025-06-30 |
0.4772 |
3.4808 |
50889356 |
-7351727 |
-12.6229 |
| State St S&P 500® Indx SL Cl III |
2025-08-31 |
0.4729 |
3.9205 |
50434256 |
-77612 |
-0.1537 |
| Fidelity Contrafund |
2025-07-31 |
0.4396 |
6.3307 |
46881320 |
0 |
0 |
| Vanguard Institutional 500 Index Trust |
2025-07-31 |
0.3383 |
4.1124 |
36077368 |
36077368 |
0 |
| Blackrock Eq Idx Fund CF |
2025-06-30 |
0.3348 |
3.9304 |
35705999 |
404955 |
1.1471 |
| Blackrock Russ 1000 Eq Idx Composite |
2025-06-30 |
0.2816 |
3.6754 |
30033721 |
-779797 |
-2.5307 |
| Russell 1000 Index Fund |
2025-08-31 |
0.2778 |
3.6648 |
29622022 |
-324957 |
-1.0851 |
| Fidelity Blue Chip Growth |
2025-07-31 |
0.2744 |
8.5879 |
29262286 |
-754600 |
-2.5139 |
| American Funds Invmt Co of Amer A |
2025-06-30 |
0.2696 |
3.8033 |
28757203 |
717236 |
2.5579 |
| Capital Group Investment Co of Amer Comp |
2025-06-30 |
0.2696 |
3.8033 |
28757203 |
717236 |
2.5579 |
| iShares Russell 1000 Growth ETF |
2025-08-31 |
0.2455 |
5.1487 |
26180772 |
0 |
0 |
