Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Amcap Fund | Jun 30, 2018 | 110.8M | 218.4M | 2.8% |
| Capital World Growth and Income Fund | Jun 30, 2018 | 100.9M | 198.8M | 2.5% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 81.2M | 160.1M | 2.0% |
| Europacific Growth Fund | Jun 30, 2018 | 74.7M | 147.2M | 1.9% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 49.3M | 95.8M | 1.2% |
| SEI Institutional Investment Tr-World Equity Ex-U.S. Fd | Jun 30, 2018 | 28.5M | 56.3M | 0.7% |
| Vanguard International Value Fund | Jan 31, 2018 | 28.0M | 54.4M | 0.7% |
| Growth Fund Of America Inc | Jun 30, 2018 | 25.7M | 50.6M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 19.8M | 36.4M | 0.5% |
| iShares MSCI Eafe ETF | Jun 30, 2018 | 18.2M | 35.8M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.