Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 497.8K | 16.9M | 1.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 444.5K | 15.1M | 1.0% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 433.1K | 14.7M | 1% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund | Dec 31, 2025 | 391.4K | 13.3M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 327.2K | 11.1M | 0.8% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Fund | Dec 31, 2025 | 265.1K | 9.0M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 252.6K | 8.6M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 251.8K | 8.6M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 185.0K | 6.3M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 135.4K | 4.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.