Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis International Small Cap Value ETF | Apr 30, 2026 | 59.0M | 12.3M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 21.9M | 4.5M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 13.9M | 2.9M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 6.5M | 1.4M | 0.2% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Jan 31, 2026 | 6.1M | 1.3M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 5.8M | 1.2M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 5.9M | 1.2M | 0.2% |
| SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF | Feb 28, 2026 | 3.5M | 719.8K | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 3.3M | 687.0K | 0.1% |
| iShares Trust-iShares MSCI New Zealand ETF | Mar 31, 2026 | 3.1M | 643.1K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.