Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust V-MFS International New Discovery Fund | Mar 31, 2026 | 101.3K | 28.4M | 0.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 86.5K | 24.2M | 0.6% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Apr 30, 2026 | 75.2K | 21.1M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 56.6K | 15.8M | 0.4% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 45.0K | 12.6M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 44.7K | 12.5M | 0.3% |
| Columbia Acorn Trust-Columbia Acorn International | Mar 31, 2026 | 24.6K | 6.9M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 24.3K | 6.8M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 21.9K | 6.1M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 21.8K | 6.1M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.