Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 67.9M | 4.4B | 1.2% |
| iShares, Inc.-iShares Core MSCI Emerging Markets ETF | Aug 31, 2026 | 53.5M | 3.5B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 45.1M | 2.9B | 0.8% |
| iShares, Inc.-iShares MSCI South Korea ETF | Aug 31, 2026 | 32.7M | 2.1B | 0.6% |
| -Roundhill Memory ETF | Jun 30, 2026 | 17.3M | 1.1B | 0.3% |
| Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities | Jul 31, 2026 | 14.4M | 942.2M | 0.3% |
| New World Fund Inc | Jul 31, 2026 | 12.5M | 818.2M | 0.2% |
| iShares, Inc.-iShares MSCI Emerging Markets ETF | Aug 31, 2026 | 11.8M | 770.4M | 0.2% |
| iShares, Inc.-iShares MSCI Emerging Markets ex China ETF | Aug 31, 2026 | 11.9M | 774.9M | 0.2% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 11.0M | 718.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.