Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 29.0M | 764.4M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 19.5M | 513.9M | 1.0% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 15.6M | 411.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 14.8M | 389.5M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Apr 30, 2026 | 13.5M | 355.7M | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 7.7M | 204.0M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Apr 30, 2026 | 7.2M | 190.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jul 31, 2026 | 7.1M | 186.1M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Apr 30, 2026 | 5.6M | 148.4M | 0.3% |
| -Price (T.Rowe) Real Assets Trust I | Jun 30, 2026 | 5.5M | 144.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.