Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 160.6M | 1.4T | 1.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 157.6M | 1.4T | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 155.4M | 1.3T | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 99.3M | 851.3B | 0.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 89.5M | 767.5B | 0.8% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Sep 30, 2025 | 83.7M | 717.8B | 0.7% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 74.1M | 635.3B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 68.9M | 590.5B | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 65.8M | 564.3B | 0.6% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 59.4M | 509.0B | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.