Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 3.0M | 4.3B | 3.7% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 2.7M | 3.9B | 3.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 900.7K | 1.3B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 583.0K | 841.9M | 0.7% |
| Fidelity Investment Trust-Fidelity Japan Smaller Companies Fund | Dec 31, 2025 | 564.2K | 814.7M | 0.7% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Dec 31, 2025 | 493.2K | 712.2M | 0.6% |
| DFA INVESTMENT TRUST CO-The Japanese Small Company Series | Oct 31, 2025 | 410.4K | 592.6M | 0.5% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 245K | 353.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 225.2K | 325.2M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Oct 31, 2025 | 192.8K | 278.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.