Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.9M | 290.1M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.9M | 185.2M | 1.0% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 859.2K | 85.8M | 0.5% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 683.7K | 68.3M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 442.5K | 44.2M | 0.2% |
| LOOMIS SAYLES FUNDS II-Loomis Sayles Global Allocation Fund | Dec 31, 2025 | 432.9K | 43.2M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 413.4K | 41.3M | 0.2% |
| Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility | Feb 28, 2026 | 421.8K | 42.1M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Feb 28, 2026 | 359.7K | 35.9M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 288.4K | 28.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.