Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 29.2M | 1.7B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 19.0M | 1.1B | 0.7% |
| Capital Income Builder | Jan 31, 2026 | 14.2M | 814.5M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 14.3M | 825.6M | 0.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 10.4M | 599.7M | 0.4% |
| HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT. | Jan 31, 2026 | 8.3M | 479.8M | 0.3% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 8.4M | 482.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 7.8M | 446.8M | 0.3% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 7.4M | 425.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 7.3M | 420.6M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.