Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 37.7M | 67.8B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 24.9M | 44.8B | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 18.9M | 33.9B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2026 | 16.8M | 30.2B | 0.6% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 10.7M | 19.3B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 9.7M | 17.4B | 0.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 9.4M | 17.0B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 9.2M | 16.6B | 0.4% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 9.2M | 16.6B | 0.4% |
| Income Fund of America | Apr 30, 2026 | 9.4M | 16.9B | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.