Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 35.7M | 1.3B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 23.1M | 848.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 17.5M | 645.6M | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 15.2M | 560.7M | 0.6% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 12.7M | 468.2M | 0.5% |
| iShares, Inc.-iShares MSCI Japan ETF | Mar 31, 2026 | 9.7M | 358.2M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 9.4M | 344.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 9.2M | 337.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 8.6M | 317.5M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 7.4M | 271.1M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.