Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 5.3M | 1.5B | 2.7% |
| VanEck ETF Trust-VanEck Gold Miners ETF | Sep 30, 2025 | 5.0M | 1.4B | 2.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Aug 31, 2025 | 4.4M | 1.2B | 2.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 2.8M | 783.3M | 1.4% |
| Fidelity Contrafund | Sep 30, 2025 | 2.7M | 763.1M | 1.4% |
| MFS SERIES TRUST X-MFS International Growth Fund | Aug 31, 2025 | 2.1M | 590.7M | 1.1% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Sep 30, 2025 | 1.9M | 522.8M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.8M | 500.4M | 0.9% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Sep 30, 2025 | 1.8M | 494.9M | 0.9% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 1.6M | 438.2M | 0.8% |
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Holders
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