Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2025 | 21.0M | 2.6B | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2025 | 17.8M | 2.2B | 1.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2025 | 15.8M | 2.0B | 1.0% |
| NEW PERSPECTIVE FUND | Mar 31, 2025 | 13.2M | 1.7B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2024 | 13.0M | 1.6B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2025 | 9.9M | 1.2B | 0.6% |
| EUROPACIFIC GROWTH FUND | Mar 31, 2025 | 7.8M | 979.9M | 0.5% |
| Capital Income Builder | Mar 31, 2025 | 6.6M | 825.5M | 0.4% |
| Income Fund of America | Mar 31, 2025 | 5.3M | 668.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2025 | 5.2M | 644.6M | 0.3% |