Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 746.9K | 56.3M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 496.1K | 37.4M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 324.1K | 24.4M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Apr 30, 2026 | 294.8K | 22.2M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Apr 30, 2026 | 184.6K | 13.9M | 0.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Apr 30, 2026 | 185.4K | 14.0M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jun 30, 2026 | 169.3K | 12.8M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jun 30, 2026 | 159.0K | 12.0M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Jun 30, 2026 | 150.4K | 11.3M | 0.2% |
| iShares Trust-iShares Global REIT ETF | Jun 30, 2026 | 135.5K | 10.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.