Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 314.8K | 267.2M | 1.2% |
| Income Fund of America | Mar 31, 2026 | 240.6K | 204.2M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 209.4K | 177.8M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 202.9K | 172.2M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 160.8K | 136.5M | 0.6% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 129.1K | 109.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 82.8K | 70.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 78.6K | 66.8M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 59.1K | 50.1M | 0.2% |
| iShares Trust-iShares MSCI Intl Quality Factor ETF | Mar 31, 2026 | 56.1K | 47.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.