Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 21.6M | 276.0M | 1.4% |
| Capital Income Builder | Mar 31, 2026 | 18.6M | 237.6M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 13.9M | 178.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 8.1M | 103.4M | 0.5% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Mar 31, 2026 | 7.4M | 95.0M | 0.5% |
| iShares Trust-iShares International Select Dividend ETF | Mar 31, 2026 | 7.4M | 95.3M | 0.5% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Mar 31, 2026 | 6.5M | 83.0M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 4.8M | 61.1M | 0.3% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 4.8M | 60.8M | 0.3% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.5M | 57.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.