Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Sep 30, 2025 | 144.4M | 570.5M | 3.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 54.4M | 215.1M | 1.4% |
| Capital Income Builder | Sep 30, 2025 | 45.1M | 178.2M | 1.2% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 40.9M | 161.5M | 1.1% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Sep 30, 2025 | 36.1M | 142.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 35.0M | 138.2M | 0.9% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Sep 30, 2025 | 31.4M | 124.0M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 26.2M | 103.6M | 0.7% |
| MFS SERIES TRUST I-MFS Research International Fund | Aug 31, 2025 | 25.3M | 100.0M | 0.7% |
| TIAA-CREF Funds-Nuveen International Equity Fund | Jul 31, 2025 | 17.6M | 69.4M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.