Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.8M | 81.7M | 3.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 53.0M | 2.3% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jan 31, 2026 | 1.4M | 41.0M | 1.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.4M | 40.8M | 1.8% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 1.3M | 37.7M | 1.6% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.2M | 34.2M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.1M | 31.6M | 1.4% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 1.0M | 29.9M | 1.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 771.8K | 22.4M | 1.0% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 700.5K | 20.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.