Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Jan 31, 2026 | 3.4M | 2.0B | 1.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 2.3M | 1.4B | 1.1% |
| Income Fund of America | Jan 31, 2026 | 2.0M | 1.2B | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.0M | 1.2B | 1.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.0M | 1.2B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.2M | 714.3M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 916.6K | 548.6M | 0.5% |
| SmallCap World Fund Inc | Dec 31, 2025 | 650K | 389.0M | 0.3% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Dec 31, 2025 | 564.0K | 337.5M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 484.7K | 290.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.