Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 15.0M | 64.3B | 1.2% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2025 | 13.1M | 56.1B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2025 | 9.4M | 40.3B | 0.8% |
| Capital Income Builder | Mar 31, 2025 | 8.7M | 37.1B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2025 | 7.1M | 30.4B | 0.6% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 5.9M | 25.1B | 0.5% |
| Income Fund of America | Mar 31, 2025 | 4.1M | 17.4B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2025 | 3.8M | 16.3B | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2025 | 3.7M | 15.7B | 0.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 3.4M | 14.6B | 0.3% |