Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 6.1M | 207.7M | 4.2% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 3.5M | 117.7M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.5M | 52.4M | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Feb 28, 2026 | 1.2M | 41.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.0M | 34.2M | 0.7% |
| FPA FUNDS TRUST-FPA Crescent Fund | Dec 31, 2025 | 919.0K | 31.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 751.8K | 25.6M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 414.6K | 14.1M | 0.3% |
| Fidelity Rutland Square Trust II-Strategic Advisers International Fund | Feb 28, 2026 | 256.0K | 8.7M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 232.8K | 7.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.