Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 29.5M | 46.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 19.6M | 31.2M | 0.7% |
| Fidelity Investment Trust-Fidelity International Small Cap Fund | Jan 31, 2026 | 17.4M | 27.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 14.9M | 23.7M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 14.6M | 23.1M | 0.5% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Feb 28, 2026 | 9.6M | 15.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 8.2M | 13.0M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 7.8M | 12.4M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Jan 31, 2026 | 5.5M | 8.7M | 0.2% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Nov 30, 2025 | 5.2M | 8.2M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.