Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.5M | 712.9M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 975.4K | 464.2M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 735.6K | 350.1M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 404.1K | 192.3M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 375.7K | 178.8M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 375.5K | 178.7M | 0.3% |
| NORTHERN LIGHTS FUND TRUST II-Invenomic Fund | Jan 31, 2026 | 277.0K | 131.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 254.5K | 121.1M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 228.2K | 108.6M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 222.0K | 105.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.