Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jul 31, 2025 | 1.8M | 6.4M | 0.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.4M | 5.0M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 900.5K | 3.1M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 708.8K | 2.5M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2025 | 455.9K | 1.6M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 348.0K | 1.2M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 345.5K | 1.2M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 323.6K | 1.1M | 0.2% |
| VanEck ETF Trust-VanEck Agribusiness ETF | Oct 31, 2025 | 280.4K | 978.5K | 0.1% |
| JPMorgan Trust I-JPMorgan Developed International Value Fund | Jul 31, 2025 | 282.8K | 986.9K | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan.