Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital World Growth and Income Fund | Jun 30, 2023 | 17.2M | 31.4B | 6% |
| Fundamental Investors Inc | Jun 30, 2023 | 8.2M | 14.9B | 2.8% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 3.5M | 6.9B | 1.2% |
| American Fds International Growth & Income Fd | Jun 30, 2023 | 2.8M | 5.1B | 1.0% |
| Smallcap World Fund | Jun 30, 2023 | 2.4M | 4.4B | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 2.1M | 3.8B | 0.7% |
| American Global Balanced Fund | Sep 30, 2023 | 1.9M | 3.3B | 0.7% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 1.6M | 2.8B | 0.5% |
| DFA International Value Series | Jul 31, 2023 | 1.0M | 2.0B | 0.4% |
| iShares MSCI Japan ETF | Sep 30, 2023 | 1.0M | 1.8B | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.