Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 372.1K | 266.0M | 0.7% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 274.4K | 196.2M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 240.4K | 171.9M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 178.8K | 127.8M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Feb 28, 2026 | 114.3K | 81.8M | 0.2% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 94.9K | 67.8M | 0.2% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Feb 28, 2026 | 92.1K | 65.8M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 94.5K | 67.5M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 89.0K | 63.7M | 0.2% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 83.8K | 59.9M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.