Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 36.7M | 3.0B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 23.4M | 1.9B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 17.5M | 1.4B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 17.3M | 1.4B | 0.7% |
| Income Fund of America | Dec 31, 2025 | 15.8M | 1.3B | 0.6% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 12.1M | 976.5M | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 10.8M | 871.2M | 0.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 9.9M | 799.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Nov 30, 2025 | 9.1M | 729.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Dec 31, 2025 | 8.8M | 710.2M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.