Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 38.1M | 1.5B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 24.4M | 986.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 18.9M | 762.1M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 17.0M | 687.2M | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 9.5M | 383.5M | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 9.2M | 369.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 9.0M | 362.0M | 0.3% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Mar 31, 2026 | 8.1M | 326.5M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 7.3M | 294.6M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Mar 31, 2026 | 6.9M | 278.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.