Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 746.9K | 47.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 498.0K | 31.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 325.4K | 20.7M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Apr 30, 2026 | 294.8K | 18.8M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Apr 30, 2026 | 184.6K | 11.8M | 0.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Apr 30, 2026 | 185.4K | 11.8M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 171.7K | 10.9M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jul 31, 2026 | 157.9K | 10.1M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Jul 31, 2026 | 149.0K | 9.5M | 0.2% |
| iShares Trust-iShares Global REIT ETF | Jul 31, 2026 | 139.7K | 8.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.