Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 731.0K | 650.6M | 2.3% |
| NEW ECONOMY FUND | Mar 31, 2026 | 426.0K | 379.1M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 388.8K | 346.0M | 1.2% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 361.9K | 322.1M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 362.0K | 322.2M | 1.2% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 275.4K | 245.1M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 250.9K | 223.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 179.5K | 159.8M | 0.6% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 180.8K | 160.9M | 0.6% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 178.1K | 158.5M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.