Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 15.4M | 500.2M | 1.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 15.1M | 487.6M | 1.3% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 14.8M | 481.0M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 9.9M | 319.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 7.5M | 242.9M | 0.6% |
| AIM Investment Fd.s -Invesco Developing Markets Fd. | Jul 31, 2025 | 7.6M | 244.7M | 0.6% |
| Capital Income Builder | Sep 30, 2025 | 7.5M | 244.5M | 0.6% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Sep 30, 2025 | 4.8M | 157.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 3.9M | 126.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 3.8M | 123.6M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.