Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 121.8K | 11.8M | 0.7% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Apr 30, 2026 | 120.2K | 11.7M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 79.7K | 7.7M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 68.8K | 6.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 31.0K | 3.0M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 31.4K | 3.1M | 0.2% |
| JNL Series Trust-JNL Multi-Manager International Small Cap Fund | Dec 31, 2025 | 24.2K | 2.3M | 0.1% |
| INVESTMENT MANAGERS SERIES TRT-WCM Intl Small Cap Growth Fd. | Mar 31, 2026 | 24.5K | 2.4M | 0.1% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 20.4K | 2.0M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 21.2K | 2.1M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.