Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.6M | 67.6M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.0M | 43.8M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 771.6K | 33.0M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 415.9K | 17.8M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 415.7K | 17.8M | 0.4% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 341.9K | 14.6M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 236.1K | 10.1M | 0.2% |
| iShares Trust-iShares International Equity Factor ETF | Jan 31, 2026 | 236.3K | 10.1M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 232.5K | 10.0M | 0.2% |
| AQR Funds-AQR Equity Market Neutral Fund | Dec 31, 2025 | 169.7K | 7.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.