Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 153.7M | 1.4B | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 115.3M | 1.1B | 1.1% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 106.0M | 990.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 99.3M | 927.5M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 80.0M | 747.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 74.1M | 692.4M | 0.7% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 63.4M | 592.3M | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 58.7M | 548.2M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 46.6M | 435.0M | 0.5% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Dec 31, 2025 | 41.3M | 385.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.