Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.7M | 27.0B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.4M | 17.4B | 0.9% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Apr 30, 2026 | 2.0M | 14.2B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.6M | 11.6B | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 894.2K | 6.4B | 0.3% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Apr 30, 2026 | 784K | 5.7B | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 746.1K | 5.4B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 565.9K | 4.1B | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 538.6K | 3.9B | 0.2% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Apr 30, 2026 | 356.5K | 2.6B | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.