Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 123.1M | 145.4B | 1.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 111.0M | 131.1B | 1.3% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 91.9M | 108.4B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 80.1M | 94.6B | 1.0% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 79.1M | 93.4B | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 76.8M | 90.6B | 0.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 71.9M | 84.8B | 0.9% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Dec 31, 2025 | 70.6M | 83.4B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 57.9M | 68.3B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Oct 31, 2025 | 46.1M | 54.4B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.