Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Apr 30, 2026 | 2.9M | 268.3M | 2.3% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Apr 30, 2026 | 2.1M | 195.5M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 1.5M | 140.9M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 998.2K | 91.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 871.4K | 80.0M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Apr 30, 2026 | 810.6K | 74.4M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Apr 30, 2026 | 689.7K | 63.4M | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Apr 30, 2026 | 612.6K | 56.3M | 0.5% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Apr 30, 2026 | 541.1K | 49.7M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | May 31, 2026 | 445.9K | 41.0M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.