Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 21.9M | 34.9B | 1.4% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 16.8M | 26.8B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 14.7M | 23.3B | 1.0% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 11.9M | 19.0B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 11.2M | 17.9B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2026 | 10.1M | 16.0B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2026 | 9.9M | 15.8B | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 9.9M | 15.7B | 0.6% |
| Capital Income Builder | Jun 30, 2026 | 7.7M | 12.3B | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 5.9M | 9.4B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.