Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust X-MFS International Value Fund | Feb 28, 2018 | 6.5M | 102.4M | 4.8% |
| Capital Income Builder, Inc. | Jun 30, 2018 | 5.4M | 101.7M | 4.0% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 2.0M | 32.6M | 1.5% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jan 31, 2018 | 855.9K | 13.8M | 0.6% |
| DFA Continental Small Company Series | Jan 31, 2018 | 828.9K | 13.3M | 0.6% |
| Goldman Sachs International Small Cap Insights Fund | Jan 31, 2018 | 813.5K | 13.1M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 785.7K | 12.4M | 0.6% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 615.9K | 11.6M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Jun 30, 2018 | 546.6K | 10.3M | 0.4% |
| Pioneer Multi-Asset Income Fund | May 31, 2018 | 533.8K | 9.6M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.