Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 46.6M | 2.0B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 32.0M | 1.4B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 30.1M | 1.3B | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 23.6M | 1.0B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 22.7M | 986.3M | 0.7% |
| Income Fund of America | Mar 31, 2026 | 15.7M | 680.5M | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 12.4M | 536.3M | 0.4% |
| Capital Income Builder | Mar 31, 2026 | 12.1M | 523.0M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.7M | 509.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 11.2M | 484.4M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.