Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 21.3M | 315.2M | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 13.9M | 205.5M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 13.6M | 200.9M | 0.9% |
| Capital Income Builder | Sep 30, 2025 | 9.5M | 139.8M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 7.8M | 115.2M | 0.5% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Sep 30, 2025 | 6.5M | 95.7M | 0.4% |
| iShares Trust-iShares International Select Dividend ETF | Sep 30, 2025 | 6.4M | 95.1M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 4.8M | 70.5M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 3.9M | 58.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 3.9M | 57.1M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.