Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Jun 30, 2026 | 170.4M | 1.1B | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 153.8M | 996.6M | 1.3% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 104.4M | 676.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 99.1M | 642.3M | 0.8% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 77.3M | 501.2M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 70.3M | 455.7M | 0.6% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 68.2M | 442.2M | 0.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2026 | 61.1M | 395.8M | 0.5% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | May 31, 2026 | 60.9M | 394.8M | 0.5% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Jun 30, 2026 | 58.9M | 381.6M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.