Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.4M | 135.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 87.7M | 0.6% |
| SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources | Feb 28, 2026 | 1.4M | 78.9M | 0.5% |
| FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource | Jan 31, 2026 | 1.2M | 69.9M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.1M | 64.3M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 604.0K | 34.4M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 571.7K | 32.6M | 0.2% |
| VanEck ETF Trust-VanEck Agribusiness ETF | Feb 28, 2026 | 495.4K | 28.2M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 458.3K | 26.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 443.7K | 25.3M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.