Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 21.7M | 3.4B | 1.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 14.8M | 2.3B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 13.9M | 2.2B | 0.9% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 12.8M | 2.0B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 10.4M | 1.6B | 0.7% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 8.5M | 1.3B | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 8.1M | 1.3B | 0.5% |
| Capital Income Builder | Sep 30, 2025 | 7.0M | 1.1B | 0.5% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 5.4M | 842.4M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 5.3M | 823.1M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.