Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.5M | 51.9M | 11.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 35.2M | 7.5% |
| Fidelity Investment Trust-Fidelity International Small Cap Fund | Dec 31, 2025 | 754.3K | 25.3M | 5.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 719.3K | 24.1M | 5.1% |
| CULLEN FUNDS TRUST-Cullen Emerging Markets High Dividend Fund | Dec 31, 2025 | 517.2K | 17.3M | 3.7% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 451.3K | 15.1M | 3.2% |
| Fidelity Salem Street TRT-Fidelity SAI Emerging Markets Value Index Fd | Jan 31, 2026 | 383.0K | 12.8M | 2.7% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 377.3K | 12.6M | 2.7% |
| Global Macro Capital Opportunities Portfolio | Oct 31, 2025 | 361.7K | 12.1M | 2.6% |
| GLOBAL X FUNDS-Global X MSCI Greece ETF | Jan 31, 2026 | 274.6K | 9.2M | 2.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.