Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 229.5M | 122.7B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 151.7M | 81.1B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 112.1M | 59.9B | 0.6% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 88.2M | 47.2B | 0.5% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 65.1M | 34.8B | 0.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 63.2M | 33.8B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 58.6M | 31.3B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 54.8M | 29.3B | 0.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 43.4M | 23.2B | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Apr 30, 2026 | 41.3M | 22.1B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.