Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 27.9M | 61.9M | 1.4% |
| GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF | Jan 31, 2026 | 25.9M | 57.4M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 18.4M | 40.9M | 0.9% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 16.7M | 37.0M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 15.7M | 34.9M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 12.6M | 27.9M | 0.6% |
| Pacer Funds Trust-Pacer Data & Infrastructure Real Estate ETF | Oct 31, 2025 | 11.1M | 24.5M | 0.5% |
| T. Rowe Price Real Assets Fund, Inc. | Dec 31, 2025 | 9.1M | 20.1M | 0.4% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 9.1M | 20.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 7.9M | 17.5M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.