Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Oct 31, 2025 | 5.3M | 22.1M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.7M | 15.5M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.4M | 10.0M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.9M | 8.1M | 0.4% |
| Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF | Feb 28, 2026 | 1.7M | 7.1M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Oct 31, 2025 | 1.4M | 6.0M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.3M | 5.6M | 0.3% |
| JPMorgan Trust I-JPMorgan Developed International Value Fund | Jan 31, 2026 | 1.3M | 5.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 1.1M | 4.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 906.7K | 3.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.