Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2026 | 155.4M | 1.9T | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 153.8M | 1.9T | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 145.2M | 1.8T | 1.2% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 104.4M | 1.3T | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 101.7M | 1.2T | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 70.1M | 846.0B | 0.6% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 68.2M | 823.7B | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 60.9M | 735.3B | 0.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 57.0M | 688.0B | 0.5% |
| Income Fund of America | Apr 30, 2026 | 54.8M | 661.5B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.