Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.2M | 11.2M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.0M | 7.1M | 0.2% |
| Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF | Sep 30, 2025 | 1.9M | 6.5M | 0.2% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 804.2K | 2.8M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 715.0K | 2.5M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jul 31, 2025 | 533.1K | 1.9M | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Aug 31, 2025 | 389.6K | 1.4M | 0.0% |
| HC Capital Trust-The Institutional International Equity Portfolio | Sep 30, 2025 | 397.8K | 1.4M | 0.0% |
| HC Capital Trust-The Corporate Opportunities Portfolio | Sep 30, 2025 | 197.8K | 692.4K | 0.0% |
| FINANCIAL INVESTORS TRUST-ALPS/Global Opportunity Fund | Jul 31, 2025 | 249.2K | 872.1K | 0.0% |
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