Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2024 | 20.9M | 235.6B | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Oct 31, 2024 | 17.6M | 198.8B | 1.1% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2025 | 15.8M | 178.3B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 13.0M | 146.3B | 0.8% |
| NEW PERSPECTIVE FUND | Dec 31, 2024 | 12.6M | 142.6B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2025 | 9.8M | 110.5B | 0.6% |
| EUROPACIFIC GROWTH FUND | Dec 31, 2024 | 7.5M | 85.1B | 0.5% |
| CAPITAL INCOME BUILDER | Dec 31, 2024 | 7.4M | 83.5B | 0.5% |
| INCOME FUND OF AMERICA | Dec 31, 2024 | 5.9M | 66.7B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2025 | 5.2M | 58.2B | 0.3% |