Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 92.2M | 1.0B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 60.1M | 661.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 40.7M | 447.7M | 0.5% |
| Income Fund of America | Jan 31, 2026 | 30M | 330M | 0.4% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 25.8M | 284.2M | 0.3% |
| Capital Income Builder | Jan 31, 2026 | 22.4M | 246.9M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 21.7M | 238.5M | 0.3% |
| iShares, Inc.-iShares MSCI Japan ETF | Jan 31, 2026 | 20.6M | 226.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 20.5M | 225.8M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 20.6M | 226.3M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.