Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.6M | 57.6M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 999.2K | 36.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 701.6K | 25.2M | 0.6% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P Global Water Index ETF | Sep 30, 2025 | 386.9K | 13.9M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 339.3K | 12.2M | 0.3% |
| Virtus Strategy Trust-Virtus Duff & Phelps Water Fund | Sep 30, 2025 | 274.3K | 9.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jul 31, 2025 | 240.7K | 8.7M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 232.9K | 8.4M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Aug 31, 2025 | 215.7K | 7.8M | 0.2% |
| Calvert Impact Fund, Inc.-Calvert Global Water Fund | Sep 30, 2025 | 210.9K | 7.6M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.