Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 65.1K | 53.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 42.2K | 34.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 34.7K | 28.6M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Apr 30, 2026 | 30.8K | 25.4M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | May 31, 2026 | 17.9K | 14.7M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Apr 30, 2026 | 17.0K | 14.0M | 0.3% |
| COHEN & STEERS GLOBAL REALTY SHARES, INC-Cohen & Steers Global Realty | Mar 31, 2026 | 11.4K | 9.4M | 0.2% |
| iShares Trust-iShares Global REIT ETF | May 31, 2026 | 11.7K | 9.7M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Apr 30, 2026 | 9.9K | 8.2M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 9.7K | 8.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.