Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 3.5M | 249.7M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 2.3M | 166.6M | 1.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Jul 31, 2025 | 2.1M | 152.3M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.5M | 107.1M | 0.9% |
| First Eagle Funds-First Eagle Overseas Fund | Jul 31, 2025 | 1.4M | 101.8M | 0.8% |
| MFS Series Trust X-MFS International Large Cap Value Fund | Aug 31, 2025 | 1.4M | 99.6M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.1M | 81.5M | 0.6% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Sep 30, 2025 | 663.5K | 47.1M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 566.0K | 40.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 573.9K | 40.7M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.