Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 493.5K | 1.1B | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 315.1K | 672.3M | 0.3% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 283.3K | 604.6M | 0.3% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 279.1K | 595.5M | 0.3% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Aug 31, 2025 | 247.9K | 529.1M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 213.6K | 455.9M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 110.8K | 236.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 108.3K | 231.1M | 0.1% |
| MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT. | Sep 30, 2025 | 90.8K | 193.7M | 0.1% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Sep 30, 2025 | 98.3K | 209.7M | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan.