Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 281.8M | 308.4M | 1.0% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Sep 30, 2025 | 259.1M | 283.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 175.2M | 191.8M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 133.5M | 146.2M | 0.5% |
| iShares Trust-iShares International Select Dividend ETF | Sep 30, 2025 | 115.5M | 126.4M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Aug 31, 2025 | 91.0M | 99.6M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 68.0M | 74.4M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 67.9M | 74.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Sep 30, 2025 | 52.7M | 57.7M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Oct 31, 2025 | 50.0M | 54.7M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.