Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 3.8M | 884.4M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.7M | 407.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.1M | 260.7M | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.0M | 241.9M | 0.5% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Aug 31, 2025 | 943.5K | 222.0M | 0.5% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Sep 30, 2025 | 923.4K | 217.3M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 852.9K | 200.7M | 0.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Sep 30, 2025 | 770.1K | 181.2M | 0.4% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Sep 30, 2025 | 711.6K | 167.4M | 0.4% |
| Prudential World Fd., Inc.-PGIM Jennison Intl Opportunities Fd. | Jul 31, 2025 | 581.1K | 136.7M | 0.3% |
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