Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 37.7M | 238.1M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 31.3M | 198.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 20.3M | 128.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 13.7M | 86.9M | 0.4% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Feb 28, 2026 | 11.8M | 74.3M | 0.4% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND | Dec 31, 2025 | 9.5M | 60.0M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 9.0M | 56.9M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 7.4M | 46.5M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 6.9M | 43.9M | 0.2% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Dec 31, 2025 | 6.1M | 38.4M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.