Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 71.7M | 4.3B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 46.3M | 2.8B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 35.8M | 2.2B | 0.7% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 18.7M | 1.1B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 17.6M | 1.1B | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 13.8M | 831.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Mar 31, 2026 | 13.2M | 799.2M | 0.3% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 12.1M | 728.7M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 10.5M | 634.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 10.9M | 657.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.