Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| John Hancock Investment Trust-Disciplined Value International Fund | Mar 31, 2026 | 2.3M | 16.0B | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.2M | 15.0B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 9.6B | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 963.8K | 6.6B | 0.6% |
| Principal Funds, Inc-Overseas Fund | Jan 31, 2026 | 552.1K | 3.8B | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 525.4K | 3.6B | 0.3% |
| Brinker Capital Destinations TRT-Destinations Intl Eqy. Fd. | Feb 28, 2026 | 345.3K | 2.4B | 0.2% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 334.5K | 2.3B | 0.2% |
| GMO TRUST-GMO-Usonian Japan Value Creation Fund | Feb 28, 2026 | 327.1K | 2.3B | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 333.3K | 2.3B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.