Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF | Feb 28, 2026 | 46.6M | 142.1M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 41.1M | 125.3M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 29.3M | 89.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 22.0M | 67.2M | 0.7% |
| GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF | Jan 31, 2026 | 19.2M | 58.6M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 12.3M | 37.5M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 6.1M | 18.7M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 6.1M | 18.7M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 4.7M | 14.4M | 0.2% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jan 31, 2026 | 4.5M | 13.7M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.