Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Aug 31, 2025 | 1.4M | 5.9M | 0.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.3M | 5.7M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2025 | 1.1M | 4.8M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.2M | 5.1M | 0.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.1M | 4.7M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 880.6K | 3.8M | 0.1% |
| Pacer Funds Trust-Pacer Data & Infrastructure Real Estate ETF | Jul 31, 2025 | 866.1K | 3.7M | 0.1% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Oct 31, 2025 | 630.6K | 2.7M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2025 | 521.9K | 2.2M | 0.1% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 538.8K | 2.3M | 0.1% |
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