Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 21.4M | 255.3M | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 14.5M | 173.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 13.9M | 166.2M | 0.9% |
| Capital Income Builder | Dec 31, 2025 | 9.5M | 113.1M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 7.9M | 94.3M | 0.5% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Feb 28, 2026 | 7.2M | 86.3M | 0.5% |
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 7.0M | 83.2M | 0.5% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Dec 31, 2025 | 6.5M | 77.5M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 4.8M | 57.1M | 0.3% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 4.8M | 56.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.