Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 428.4K | 81.4M | 1.5% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 326.0K | 61.9M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 252.7K | 48.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 202.4K | 38.5M | 0.7% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Dec 31, 2025 | 170.0K | 32.3M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Jan 31, 2026 | 141.3K | 26.8M | 0.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 138.1K | 26.2M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 137.5K | 26.1M | 0.5% |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | Dec 31, 2025 | 129.9K | 24.7M | 0.5% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 118.6K | 22.5M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.