Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 153.8M | 1.3B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 101.7M | 859.5M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 77.4M | 654.1M | 0.8% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 76.9M | 650.1M | 0.7% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 65.7M | 555.3M | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | May 31, 2026 | 63.0M | 532.8M | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 58.7M | 496.1M | 0.6% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 45.2M | 381.9M | 0.4% |
| MFS Series Trust XVII-MFS International Equity Fund | Jun 30, 2026 | 42.2M | 356.3M | 0.4% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 41.2M | 348.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.