Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.4M | 350.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.1M | 221.1M | 0.9% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 2.1M | 220.1M | 0.9% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 1.8M | 182.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.6M | 166.6M | 0.7% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Aug 31, 2025 | 1.3M | 130.9M | 0.6% |
| Capital Income Builder | Sep 30, 2025 | 1.1M | 114.1M | 0.5% |
| MFS SERIES TRUST I-MFS Research International Fund | Aug 31, 2025 | 1.0M | 106.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 835.1K | 86.2M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 810.4K | 83.7M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.