Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Sep 30, 2025 | 2.4M | 54.8M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 2.1M | 46.8M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.3M | 30.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.0M | 23.0M | 0.5% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Sep 30, 2025 | 892.1K | 20.3M | 0.4% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Sep 30, 2025 | 493.3K | 11.2M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 473.7K | 10.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 476.9K | 10.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jul 31, 2025 | 350.2K | 8.0M | 0.2% |
| Smead Funds Trust-Smead International Value Fund | Aug 31, 2025 | 346.9K | 7.9M | 0.2% |
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