Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.4M | 6.6M | 1.4% |
| James Alpha Funds Trust-Easterly Global Real Estate Fund | Nov 30, 2025 | 1.3M | 5.9M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 915.0K | 4.3M | 0.9% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Jan 31, 2026 | 366.8K | 1.7M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Jan 31, 2026 | 355.4K | 1.7M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 352.1K | 1.7M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 258.1K | 1.2M | 0.3% |
| Dimensional ETF Trust-Dimensional International Small Cap ETF | Jan 31, 2026 | 216.4K | 1.0M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 213.5K | 1.0M | 0.2% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 166.2K | 780.9K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.