Apple Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $118.32B | 5.94% | 466,211,410 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $94.68B | 6.66% | 373,078,146 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $47.92B | 6.65% | 188,816,321 NS | $720.54B | FIGI |
| N/A — | — | $43.41B | 6.66% | 171,045,103 NS | $651.59B | FIGI |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | VUG | $39.18B | 12.32% | 154,377,784 NS | $317.94B | FIGI |
| Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 | QQQ | $28.43B | 7.63% | 112,027,518 NS | $372.51B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $21.01B | 6.66% | 82,777,763 NS | $315.46B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $13.01B | 11.64% | 51,256,314 NS | $111.77B | FIGI |
| State Street(R) Technology Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLK | $11.47B | 13.63% | 45,203,775 NS | $84.20B | FIGI |
| JPMorgan Large Cap Growth Fund JPMorgan Trust II | — | $9.36B | 8.71% | 36,883,579 NS | $107.43B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $7.83B | 6.66% | 30,864,001 NS | $117.66B | FIGI |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | — | $5.55B | 9.45% | 21,884,368 NS | $58.79B | FIGI |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | — | $4.89B | 11.08% | 19,256,692 NS | $44.12B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $4.72B | 3.65% | 18,581,370 NS | $129.17B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $4.68B | 5.88% | 18,452,736 NS | $79.62B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $4.37B | 6.81% | 17,234,827 NS | $64.18B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $3.91B | 6.43% | 15,426,005 NS | $60.92B | FIGI |
| Investment Co of America Investment Co of America | — | $3.70B | 2.23% | 14,583,228 NS | $165.95B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $3.69B | 2.34% | 14,546,100 NS | $157.80B | FIGI |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | MGK | $3.51B | 12.60% | 13,827,068 NS | $27.85B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $3.40B | 6.54% | 13,379,515 NS | $51.91B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $3.21B | 6.90% | 12,665,705 NS | $46.62B | FIGI |
| College Retirement Equities Fund - Growth Acc… College Retirement Equities Fund | — | $3.01B | 7.99% | 11,847,127 NS | $37.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $2.68B | 6.43% | 10,543,399 NS | $41.63B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $2.61B | 6.10% | 10,284,186 NS | $42.78B | FIGI |
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, … | — | $2.37B | 3.58% | 9,342,412 NS | $66.21B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $2.34B | 1.52% | 9,223,585 NS | $153.97B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $2.33B | 6.65% | 9,172,904 NS | $34.99B | FIGI |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | — | $2.22B | 7.02% | 8,735,757 NS | $31.57B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $2.19B | 6.90% | 8,642,973 NS | $31.78B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $2.18B | 6.02% | 8,608,918 NS | $36.29B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $2.18B | 6.37% | 8,608,156 NS | $34.27B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.10B | 3.56% | 8,265,441 NS | $58.89B | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $2.03B | 7.72% | 7,994,331 NS | $26.28B | FIGI |
| iShares Russell Top 200 Growth ETF iShares Trust | IWY | $1.94B | 13.13% | 7,627,586 NS | $14.74B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $1.91B | 6.86% | 7,507,670 NS | $27.78B | FIGI |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price Equity Funds, Inc. | — | $1.84B | 9.80% | 7,244,756 NS | $18.77B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $1.82B | 5.89% | 7,157,963 NS | $30.85B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.79B | 5.93% | 7,069,290 NS | $30.28B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $1.70B | 6.64% | 6,692,840 NS | $25.58B | FIGI |
| American Balanced Fund American Balanced Fund | — | $1.66B | 0.63% | 6,557,167 NS | $263.86B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $1.65B | 9.23% | 6,488,162 NS | $17.84B | FIGI |
| JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust | — | $1.64B | 8.11% | 6,451,763 NS | $20.18B | FIGI |
| Janus Henderson Research Fund JANUS INVESTMENT FUND | — | $1.63B | 6.60% | 6,440,559 NS | $24.76B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $1.59B | 6.13% | 6,283,795 NS | $26.03B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $1.58B | 6.08% | 6,223,173 NS | $25.97B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $1.57B | 6.52% | 6,182,598 NS | $24.08B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $1.51B | 4.52% | 5,947,206 NS | $33.37B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.38B | 6.52% | 5,421,896 NS | $21.10B | FIGI |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $1.29B | 6.43% | 5,079,786 NS | $20.06B | FIGI |