Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 153.8M | 9.8B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 101.7M | 6.5B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 77.4M | 4.9B | 0.8% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 76.9M | 4.9B | 0.7% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 65.7M | 4.2B | 0.6% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | May 31, 2026 | 63.0M | 4.0B | 0.6% |
| MFS SERIES TRUST X-MFS International Growth Fund | May 31, 2026 | 58.7M | 3.7B | 0.6% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 45.2M | 2.9B | 0.4% |
| MFS Series Trust XVII-MFS International Equity Fund | Mar 31, 2026 | 44.2M | 2.8B | 0.4% |
| First Eagle Funds-First Eagle Global Fund | Apr 30, 2026 | 41.2M | 2.6B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.