Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.7M | 77.1M | 1.1% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 2.5M | 71.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.7M | 50.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.4M | 40.6M | 0.6% |
| T. Rowe Price Real Assets Fund, Inc. | Dec 31, 2025 | 1.4M | 40.4M | 0.6% |
| -SSgA SPDR ETFS Europe I-State Street SPDR S&P Euro Dividend Aristocra | Mar 31, 2026 | 1.4M | 39.6M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 1.3M | 37.8M | 0.6% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Euro Dvdnd Arstcrts UCITS ETF (Dist) | Jan 31, 2026 | 1.3M | 36.4M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 888.4K | 25.8M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 793.2K | 23.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.