Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.6M | 93.1M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.0M | 60.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 771.6K | 45.5M | 0.7% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 415.7K | 24.5M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 415.9K | 24.5M | 0.4% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 341.9K | 20.2M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 236.1K | 13.9M | 0.2% |
| iShares Trust-iShares International Equity Factor ETF | Jan 31, 2026 | 236.3K | 13.9M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 232.5K | 13.7M | 0.2% |
| AQR Funds-AQR Equity Market Neutral Fund | Dec 31, 2025 | 169.7K | 10.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.