Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 19.8M | 448.7M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 12.6M | 286.2M | 0.9% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 10.2M | 230.9M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 9.2M | 209.2M | 0.7% |
| Legg Mason Global Asset Mgmt TRT-ClearBridge Intl Growth Fd. | Jul 31, 2025 | 8.0M | 180.3M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 4.8M | 108.2M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Jul 31, 2025 | 4.6M | 103.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 4.7M | 105.7M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jul 31, 2025 | 3.7M | 83.6M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Sep 30, 2025 | 3.0M | 67.1M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.