Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.3M | 120.4M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.8M | 77.9M | 0.9% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Oct 31, 2025 | 2.3M | 64.8M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.1M | 58.9M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 1.1M | 31.5M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.0M | 28.4M | 0.3% |
| Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F | Dec 31, 2025 | 989.3K | 27.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 644.5K | 18.1M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 623.4K | 17.5M | 0.2% |
| VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd. | Oct 31, 2025 | 570.4K | 16.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.