Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.2M | 42.8M | 1.2% |
| iShares Trust-iShares International Select Dividend ETF | Sep 30, 2025 | 3.0M | 40.9M | 1.2% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Aug 31, 2025 | 2.1M | 27.8M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.0M | 27.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.6M | 21.3M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2025 | 1.0M | 13.8M | 0.4% |
| First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I | Sep 30, 2025 | 1.0M | 13.7M | 0.4% |
| AQR Funds-AQR Long-Short Equity Fund | Sep 30, 2025 | 975.4K | 13.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 763.3K | 10.3M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 722.6K | 9.7M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.