Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 17.5M | 7.4B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 11.3M | 4.8B | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 9.1M | 3.8B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 7.7M | 3.3B | 0.6% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 4.4M | 1.9B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 4.0M | 1.7B | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci | Jan 31, 2026 | 3.4M | 1.4B | 0.3% |
| iShares Trust-iShares MSCI Intl Quality Factor ETF | Mar 31, 2026 | 2.8M | 1.2B | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 2.6M | 1.1B | 0.2% |
| RBC Funds Trust-RBC Emerging Markets Equity Fund | Dec 31, 2025 | 2.6M | 1.1B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.