Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 21.0M | 217.8B | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2025 | 16.9M | 175.2B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 13.2M | 136.4B | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 13.2M | 137.1B | 0.9% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2025 | 12.2M | 126.5B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2025 | 9.9M | 102.8B | 0.6% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 7.8M | 81.1B | 0.5% |
| Capital Income Builder | Mar 31, 2025 | 6.6M | 68.3B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2025 | 5.2M | 54.3B | 0.3% |
| Income Fund of America | Apr 30, 2025 | 5.2M | 54.1B | 0.3% |