Microsoft 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 | $87.29B | 4.38% | 235,805,345 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $69.85B | 4.91% | 188,702,055 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $35.35B | 4.91% | 95,502,629 NS | $720.54B | FIGI |
| N/A — | — | $32.02B | 4.91% | 86,512,867 NS | $651.59B | FIGI |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | VUG | $28.91B | 9.09% | 78,110,065 NS | $317.94B | FIGI |
| Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 | QQQ | $20.97B | 5.63% | 56,662,808 NS | $372.51B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $15.50B | 4.91% | 41,868,492 NS | $315.46B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $9.86B | 8.82% | 26,639,324 NS | $111.77B | FIGI |
| Investment Co of America Investment Co of America | — | $9.38B | 5.65% | 25,344,435 NS | $165.95B | FIGI |
| State Street(R) Technology Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLK | $8.46B | 10.05% | 22,863,796 NS | $84.20B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $6.95B | 4.51% | 18,767,372 NS | $153.97B | FIGI |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | — | $5.99B | 10.18% | 16,168,526 NS | $58.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $5.78B | 4.91% | 15,610,722 NS | $117.66B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $5.78B | 9.48% | 15,604,753 NS | $60.92B | FIGI |
| American Balanced Fund American Balanced Fund | — | $5.24B | 1.99% | 14,150,185 NS | $263.86B | FIGI |
| JPMorgan Large Cap Growth Fund JPMorgan Trust II | — | $4.78B | 4.45% | 12,923,532 NS | $107.43B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $4.69B | 2.97% | 12,668,301 NS | $157.80B | FIGI |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | — | $4.00B | 9.06% | 10,799,677 NS | $44.12B | FIGI |
| New Perspective Fund New Perspective Fund | — | $3.99B | 2.61% | 10,782,121 NS | $152.76B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $3.95B | 9.48% | 10,665,564 NS | $41.63B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $3.63B | 2.81% | 9,815,149 NS | $129.17B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $3.45B | 4.34% | 9,331,252 NS | $79.62B | FIGI |
| College Retirement Equities Fund - Growth Acc… College Retirement Equities Fund | — | $3.39B | 9.00% | 9,145,833 NS | $37.62B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $3.23B | 5.03% | 8,717,209 NS | $64.18B | FIGI |
| Dodge & Cox Stock Fund Dodge & Cox Funds | — | $2.83B | 2.47% | 7,653,900 NS | $114.75B | FIGI |
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, … | — | $2.81B | 4.25% | 7,595,426 NS | $66.21B | FIGI |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | MGK | $2.51B | 9.01% | 6,782,733 NS | $27.85B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $2.51B | 4.83% | 6,767,275 NS | $51.91B | FIGI |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $2.37B | 5.80% | 6,394,077 NS | $40.80B | FIGI |
| Fidelity Magellan Fund Fidelity Magellan Fund | — | $2.36B | 7.13% | 6,370,404 NS | $33.07B | FIGI |
| Janus Henderson Research Fund JANUS INVESTMENT FUND | — | $2.35B | 9.49% | 6,346,546 NS | $24.76B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $2.33B | 8.97% | 6,295,286 NS | $25.97B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $1.96B | 4.58% | 5,294,179 NS | $42.78B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $1.87B | 6.05% | 5,043,821 NS | $30.85B | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $1.83B | 6.95% | 4,930,624 NS | $26.28B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $1.72B | 4.91% | 4,639,525 NS | $34.99B | FIGI |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price Equity Funds, Inc. | — | $1.69B | 9.00% | 4,565,480 NS | $18.77B | FIGI |
| Franklin Dynatech Fund Franklin Custodian Funds | — | $1.67B | 6.72% | 4,500,000 NS | $24.77B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $1.65B | 5.95% | 4,465,955 NS | $27.78B | FIGI |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPQ | $1.65B | 4.81% | 4,451,815 NS | $34.27B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $1.64B | 4.52% | 4,431,862 NS | $36.29B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $1.64B | 3.30% | 4,425,383 NS | $49.59B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $1.61B | 2.22% | 4,346,430 NS | $72.40B | FIGI |
| Franklin Rising Dividends Fund Franklin Managed Trust | — | $1.56B | 6.07% | 4,225,000 NS | $25.78B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.55B | 2.63% | 4,180,625 NS | $58.89B | FIGI |
| iShares Russell Top 200 Growth ETF iShares Trust | IWY | $1.46B | 9.91% | 3,946,808 NS | $14.74B | FIGI |
| Janus Henderson Forty Fund JANUS INVESTMENT FUND | — | $1.39B | 6.76% | 3,749,812 NS | $20.54B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.32B | 4.37% | 3,575,673 NS | $30.28B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $1.25B | 4.90% | 3,385,203 NS | $25.58B | FIGI |
| Parnassus Core Equity Fund Parnassus Funds II | — | $1.23B | 5.48% | 3,323,866 NS | $22.43B | FIGI |