Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 23.2M | 477.7M | 4.3% |
| Income Fund of America | Sep 30, 2025 | 19.9M | 409.2M | 3.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 18.0M | 370.7M | 3.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 11.5M | 236.6M | 2.1% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 10.5M | 216.8M | 2.0% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Aug 31, 2025 | 9.9M | 204.3M | 1.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 8.6M | 177.9M | 1.6% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jul 31, 2025 | 7.8M | 160.9M | 1.5% |
| First Eagle Funds-First Eagle Overseas Fund | Jul 31, 2025 | 7.8M | 160.0M | 1.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 4.5M | 92.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.