Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 772.3K | 115.0M | 0.7% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 500K | 74.5M | 0.5% |
| Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F | Sep 30, 2025 | 500.8K | 74.6M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 491.8K | 73.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 394.4K | 58.7M | 0.4% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Sep 30, 2025 | 308.5K | 46.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Sep 30, 2025 | 196.8K | 29.3M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Sep 30, 2025 | 200.3K | 29.8M | 0.2% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jul 31, 2025 | 148.1K | 22.1M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 129.2K | 19.2M | 0.1% |
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