| Name |
Shares
Held |
% Total Shares Held |
Shares Change |
% Chg from
Prior Port |
% Total Assets |
Date of
Portfolio |
Star Rating | ||
| Vanguard Total Stock Market Index Fund | 129,505,594 | 2.82 | -230,856 | -0.18 | 0.59 | 06/30/2021 | |||
| Capital Group Wash Mutual Invtrs Comp | 122,389,464 | 2.67 | -281,204 | -0.23 | 4.46 | 06/30/2021 | |||
| American Funds Washington Mutual Fund | 122,389,464 | 2.67 | -281,204 | -0.23 | 4.46 | 06/30/2021 | |||
| Vanguard 500 Index Fund | 94,765,610 | 2.06 | 250,145 | 0.26 | 0.72 | 06/30/2021 | |||
| American Funds Invmt Co of Amer | 74,714,616 | 1.63 | 1,363,806 | 1.86 | 3.64 | 06/30/2021 | |||
| Capital Group Investment Co of Amer Comp | 74,714,616 | 1.63 | 1,363,806 | 1.86 | 3.64 | 06/30/2021 | |||
| American Funds American Balanced Fund | 61,823,493 | 1.35 | 3,142,819 | 5.36 | 1.7 | 06/30/2021 | |||
| Invesco QQQ Trust | 59,073,701 | 1.29 | 41,286 | 0.07 | 1.91 | 07/31/2021 | |||
| SPDR® S&P 500 ETF Trust | 47,303,344 | 1.03 | 218,457 | 0.46 | 0.72 | 07/31/2021 | |||
| Dodge & Cox Stock Fund | 47,052,494 | 1.03 | -703,400 | -1.47 | 3.01 | 06/30/2021 | |||
| American Funds American Mutual Fund | 45,347,209 | 0.99 | 140,102 | 0.31 | 3.21 | 06/30/2021 | |||
| Capital Group American Mutual Comp | 45,347,209 | 0.99 | 140,102 | 0.31 | 3.42 | 06/30/2021 | |||
| Fidelity® 500 Index Fund | 43,225,963 | 0.94 | 554,108 | 1.30 | 0.72 | 06/30/2021 | |||
| American Funds Fundamental Invs | 42,937,250 | 0.94 | -3,398,253 | -7.33 | 1.89 | 06/30/2021 | |||
| Capital Group Fundamental Invtrs Comp | 42,937,250 | 0.94 | -3,398,253 | -7.33 | 1.89 | 06/30/2021 | |||
| iShares Core S&P 500 ETF | 36,269,615 | 0.79 | -8,121 | -0.02 | 0.72 | 07/30/2021 | |||
| Vanguard Institutional Index Fund | 36,180,888 | 0.79 | 26,500 | 0.07 | 0.72 | 06/30/2021 | |||
| MFS Value Fund | 34,887,602 | 0.76 | 0 | 0.00 | 3.18 | 06/30/2021 | |||
| Vanguard Value Index Fund | 34,560,480 | 0.75 | 202,696 | 0.59 | 1.57 | 06/30/2021 | |||
| American Funds Growth Fund of Amer | 28,826,753 | 0.63 | -69,395 | -0.24 | 0.59 | 06/30/2021 | |||