Lam Research Corp · 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 | $8.47B | 0.43% | 39,654,171 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $6.78B | 0.48% | 31,731,740 NS | $1.42T | FIGI |
| Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 | QQQ | $5.62B | 1.51% | 26,306,628 NS | $372.51B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $3.43B | 0.48% | 16,060,491 NS | $720.54B | FIGI |
| N/A — | — | $3.11B | 0.48% | 14,543,863 NS | $651.59B | FIGI |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | VUG | $2.86B | 0.90% | 13,390,657 NS | $317.94B | FIGI |
| State Street(R) Technology Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLK | $2.00B | 2.38% | 9,364,996 NS | $84.20B | FIGI |
| VanEck Semiconductor ETF VanEck ETF Trust | SMH | $1.89B | 4.60% | 8,828,365 NS | $40.98B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.50B | 0.48% | 7,041,064 NS | $315.46B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $1.08B | 0.97% | 5,062,911 NS | $111.77B | FIGI |
| iShares Semiconductor ETF iShares Trust | SOXX | $802.66M | 3.90% | 3,756,721 NS | $20.59B | FIGI |
| JPMorgan Large Cap Growth Fund JPMorgan Trust II | — | $802.14M | 0.75% | 3,754,275 NS | $107.43B | FIGI |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | RDVY | $665.78M | 3.35% | 3,116,083 NS | $19.85B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $609.29M | 1.78% | 2,851,677 NS | $34.27B | FIGI |
| College Retirement Equities Fund - Growth Acc… College Retirement Equities Fund | — | $605.60M | 1.61% | 2,834,432 NS | $37.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $560.77M | 0.48% | 2,624,577 NS | $117.66B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $560.70M | 0.92% | 2,624,250 NS | $60.92B | FIGI |
| Fidelity Magellan Fund Fidelity Magellan Fund | — | $527.27M | 1.59% | 2,467,800 NS | $33.07B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $490.44M | 0.38% | 2,295,417 NS | $129.17B | FIGI |
| Janus Henderson Research Fund JANUS INVESTMENT FUND | — | $455.03M | 1.84% | 2,129,705 NS | $24.76B | FIGI |
| Franklin Dynatech Fund Franklin Custodian Funds | — | $448.69M | 1.81% | 2,100,000 NS | $24.77B | FIGI |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | — | $434.08M | 0.98% | 2,031,630 NS | $44.12B | FIGI |
| ACAP Strategic Fund — | — | $386.29M | 3.73% | 1,807,954 NS | $10.35B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $383.23M | 0.92% | 1,793,633 NS | $41.63B | FIGI |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | MGK | $348.53M | 1.25% | 1,631,258 NS | $27.85B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $335.21M | 0.42% | 1,568,903 NS | $79.62B | FIGI |
| Nomura Science and Technology Fund IVY FUNDS | — | $316.04M | 5.10% | 1,479,172 NS | $6.20B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $313.22M | 0.49% | 1,465,989 NS | $64.18B | FIGI |
| Janus Henderson Global Technology and Innovat… JANUS INVESTMENT FUND | — | $290.59M | 3.71% | 1,360,076 NS | $7.84B | FIGI |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | — | $283.36M | 1.08% | 1,326,214 NS | $26.31B | FIGI |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $263.80M | 0.60% | 1,234,689 NS | $43.96B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $243.16M | 0.47% | 1,138,055 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $226.20M | 0.87% | 1,058,681 NS | $25.97B | FIGI |
| Janus Henderson Forty Fund JANUS INVESTMENT FUND | — | $193.67M | 0.94% | 906,463 NS | $20.54B | FIGI |
| JPMorgan Equity Income Fund JPMorgan Trust II | — | $192.88M | 0.47% | 902,754 NS | $41.28B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $192.58M | 0.60% | 901,340 NS | $31.88B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $191.49M | 0.45% | 896,256 NS | $42.78B | FIGI |
| T. Rowe Price Science & Technology Fund, Inc. T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, … | — | $179.03M | 1.67% | 837,900 NS | $10.74B | FIGI |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | — | $168.68M | 0.84% | 789,483 NS | $20.06B | FIGI |
| iShares Russell Top 200 Growth ETF iShares Trust | IWY | $168.09M | 1.14% | 786,733 NS | $14.74B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $166.59M | 0.48% | 779,688 NS | $34.99B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $160.47M | 0.10% | 751,071 NS | $157.80B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $160.29M | 0.44% | 750,234 NS | $36.29B | FIGI |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | — | $159.95M | 0.60% | 748,600 NS | $26.52B | FIGI |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | — | $157.67M | 2.07% | 737,938 NS | $7.62B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $150.93M | 0.58% | 706,406 NS | $26.03B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $150.22M | 0.26% | 703,094 NS | $58.89B | FIGI |
| Coatue Innovative Strategies Fund — | — | $148.68M | 3.08% | 695,859 NS | $4.83B | FIGI |
| Coatue Innovative Strategies Fund — | — | $148.68M | 3.08% | 695,859 NS | $4.83B | FIGI |
| NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust | QQQI | $140.49M | 1.51% | 657,547 NS | $9.32B | FIGI |