Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 194.8K | 24.0M | 0.6% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Feb 28, 2026 | 145.3K | 17.9M | 0.5% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Feb 28, 2026 | 143.1K | 17.7M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 127.1K | 15.7M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 106.5K | 13.1M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 100.3K | 12.4M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 57.7K | 7.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 54.3K | 6.7M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 48.8K | 6.0M | 0.2% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund | Dec 31, 2025 | 46.6K | 5.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.