Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2025 | 21.3M | 222.7B | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Apr 30, 2025 | 16.9M | 176.8B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 13.2M | 137.8B | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 13.2M | 138.4B | 0.9% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2025 | 12.2M | 127.7B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2025 | 10.0M | 104.3B | 0.6% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 7.8M | 81.9B | 0.5% |
| Capital Income Builder | Apr 30, 2025 | 6.6M | 69.0B | 0.4% |
| Income Fund of America | Apr 30, 2025 | 5.2M | 54.6B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2025 | 5.3M | 55.1B | 0.3% |