Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 29.6M | 44.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 20.1M | 30.0M | 0.7% |
| Fidelity Investment Trust-Fidelity International Small Cap Fund | Feb 28, 2026 | 17.4M | 25.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 16.0M | 23.9M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 14.6M | 21.7M | 0.5% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Apr 30, 2026 | 10.0M | 15.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 8.4M | 12.6M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 7.4M | 11.0M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Apr 30, 2026 | 5.5M | 8.2M | 0.2% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Feb 28, 2026 | 5.2M | 7.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.