Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Jun 30, 2023 | 2.0M | 152.9M | 2.6% |
| New Economy Fund (The) | Jun 30, 2023 | 637.9K | 49.8M | 0.9% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 417.7K | 33.6M | 0.6% |
| Growth Fund Of America Inc | Jun 30, 2023 | 407.7K | 31.8M | 0.5% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 248.3K | 19.4M | 0.3% |
| Europacific Growth Fund | Jun 30, 2023 | 245.8K | 19.2M | 0.3% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 183.5K | 15.2M | 0.2% |
| American Funds Insurance Ser-Global Small Capitalization Fund | Jun 30, 2023 | 135.6K | 10.6M | 0.2% |
| iShares MSCI Eafe ETF | Sep 30, 2023 | 104.6K | 7.1M | 0.1% |
| American Funds Insurance Ser-Global Growth Fund | Sep 30, 2023 | 93.4K | 6.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.