Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.4M | 48.5M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.4M | 46.8M | 1.1% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Apr 30, 2026 | 937.5K | 31.5M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 935.7K | 31.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 711.7K | 23.9M | 0.6% |
| DFA INVESTMENT TRUST CO-The Japanese Small Company Series | Jan 31, 2026 | 563K | 18.9M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 483.8K | 16.3M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 375.1K | 12.6M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 215.0K | 7.2M | 0.2% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Apr 30, 2026 | 189.2K | 6.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.