Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 32.8M | 73.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 21.6M | 48.1M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2026 | 17.3M | 38.4M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jul 31, 2026 | 15.2M | 33.8M | 0.6% |
| SPDR-EUROPE-SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCIT | Sep 30, 2026 | 8.7M | 19.3M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jul 31, 2026 | 8.5M | 19.0M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2026 | 8.5M | 18.9M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2026 | 7.7M | 17.1M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Sep 30, 2026 | 6.2M | 13.8M | 0.3% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Jun 30, 2026 | 5.8M | 12.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.