Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 15.5M | 1.3B | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 14.5M | 1.2B | 1.2% |
| Income Fund of America | Sep 30, 2025 | 10.2M | 829.5M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 9.9M | 804.9M | 0.8% |
| Capital Income Builder | Sep 30, 2025 | 8.1M | 653.2M | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 7.9M | 642.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 7.5M | 603.3M | 0.6% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 5.4M | 440.6M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 5.2M | 423.4M | 0.4% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 4.1M | 333.0M | 0.3% |
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