Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 1.6M | 1.1B | 2.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 884.1K | 639.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 564.6K | 408.5M | 0.9% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Aug 31, 2025 | 520.1K | 376.3M | 0.8% |
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Fund | Jul 31, 2025 | 239.6K | 173.4M | 0.4% |
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund | Jul 31, 2025 | 235.0K | 170.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 213.9K | 154.8M | 0.3% |
| Prudential World Fd., Inc.-PGIM Jennison Intl Opportunities Fd. | Jul 31, 2025 | 198.1K | 143.3M | 0.3% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 200K | 144.7M | 0.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Sep 30, 2025 | 178.4K | 129.1M | 0.3% |
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