Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 156.3K | 9.8M | 0.2% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Sep 30, 2025 | 58.8K | 3.7M | 0.1% |
| Principal Funds, Inc-Blue Chip Fund | Aug 31, 2025 | 59.0K | 3.7M | 0.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 60.9K | 3.8M | 0.1% |
| Schwartz Investment Trust-Ave Maria Growth Focused Fund | Sep 30, 2025 | 53.2K | 3.3M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Sep 30, 2025 | 31.3K | 2.0M | 0.1% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Oct 31, 2025 | 33.0K | 2.1M | 0.1% |
| SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF | Aug 31, 2025 | 19.4K | 1.2M | 0.0% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 14.7K | 925.7K | 0.0% |
| Hennessy Funds Trust-Hennessy Focus Fund | Sep 30, 2025 | 15.7K | 989.5K | 0.0% |
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