Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 48.8M | 56.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 31.9M | 37.0M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 25.0M | 29.0M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 24.0M | 27.8M | 0.5% |
| DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund | Dec 31, 2025 | 16.0M | 18.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 13.3M | 15.4M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 12.5M | 14.5M | 0.3% |
| iShares Trust-iShares Global REIT ETF | Jan 31, 2026 | 8.9M | 10.3M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 7.3M | 8.4M | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 6.8M | 7.9M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.