Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.1M | 50.2M | 1.3% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 2.9M | 46.0M | 1.2% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 2.7M | 42.8M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 32.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 25.3M | 0.6% |
| MFS SERIES TRUST IV-MFS Blended Research International Equity Fund | Nov 30, 2025 | 1.2M | 20.0M | 0.5% |
| DFA INVESTMENT TRUST CO-The Japanese Small Company Series | Jan 31, 2026 | 1.1M | 17.9M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 842.8K | 13.5M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 526.9K | 8.4M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 458.8K | 7.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.