Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 32.3M | 601.9M | 1.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 29.4M | 548.9M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 20.6M | 383.4M | 0.8% |
| Capital Income Builder | Dec 31, 2025 | 20.2M | 377.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 15.3M | 284.4M | 0.6% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Jan 31, 2026 | 13.2M | 245.8M | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 10.0M | 187.1M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 9.7M | 181.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Dec 31, 2025 | 8.0M | 149.5M | 0.3% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 8.1M | 150.2M | 0.3% |
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