Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.7M | 17.6M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 11.6M | 0.7% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 1.5M | 10.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.5M | 9.9M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 817.9K | 5.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 739.4K | 4.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 682.1K | 4.5M | 0.3% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 560.8K | 3.7M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 480.0K | 3.1M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 403.9K | 2.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.