Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 32.1M | 491.3M | 1.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 29.2M | 446.4M | 1.1% |
| Capital Income Builder | Sep 30, 2025 | 22.1M | 339.0M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 20.6M | 314.7M | 0.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Sep 30, 2025 | 17.0M | 260.4M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 15.1M | 231.0M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 9.5M | 145.2M | 0.4% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Sep 30, 2025 | 9.0M | 137.9M | 0.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Sep 30, 2025 | 8.3M | 126.3M | 0.3% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 8.1M | 123.3M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.