Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 29.3M | 59.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 19.0M | 38.7M | 0.7% |
| Fidelity Investment Trust-Fidelity International Small Cap Fund | Sep 30, 2025 | 17.4M | 35.3M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jul 31, 2025 | 15.2M | 30.8M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 14.6M | 29.6M | 0.5% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Sep 30, 2025 | 9.1M | 18.4M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jul 31, 2025 | 7.7M | 15.7M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 6.9M | 14.1M | 0.2% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Aug 31, 2025 | 5.2M | 10.5M | 0.2% |
| iShares Trust-iShares Global REIT ETF | Sep 30, 2025 | 4.8M | 9.8M | 0.2% |
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