Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 37.8M | 3.4B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 25.2M | 2.2B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 19.3M | 1.7B | 0.8% |
| Income Fund of America | Jul 31, 2026 | 17.2M | 1.5B | 0.7% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 11.1M | 986.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 10.0M | 891.4M | 0.4% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 9.2M | 821.8M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 9.2M | 817.1M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Jun 30, 2026 | 9.1M | 813.2M | 0.3% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2026 | 8.0M | 708.9M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.