Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Oct 31, 2025 | 2.7M | 33.9M | 2.8% |
| iShares Trust-iShares International Select Dividend ETF | Sep 30, 2025 | 2.3M | 29.5M | 2.4% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Oct 31, 2025 | 2.1M | 27.1M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 1.9M | 24.3M | 2.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.9M | 24.3M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.4M | 17.6M | 1.4% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Sep 30, 2025 | 899.3K | 11.4M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 884.1K | 11.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2025 | 688.9K | 8.8M | 0.7% |
| Aegis Funds-Aegis Value Fund | Sep 30, 2025 | 687.2K | 8.7M | 0.7% |
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