Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Aug 31, 2025 | 3.2M | 3.5B | 4.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.4M | 1.5B | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.1M | 1.2B | 1.4% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Sep 30, 2025 | 693.6K | 756.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2025 | 675.2K | 736.0M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2025 | 551.9K | 601.5M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 506.3K | 551.8M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 330.0K | 359.7M | 0.4% |
| Columbia Funds Series Trust II-Columbia Global Value Fund | Aug 31, 2025 | 299.5K | 326.5M | 0.4% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Jun 30, 2025 | 286.8K | 312.7M | 0.4% |
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Holders
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