Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 94.7K | 7.3M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 59.4K | 4.6M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 51.6K | 4.0M | 0.4% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2026 | 45.7K | 3.5M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2026 | 28.6K | 2.2M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Aug 31, 2026 | 24.2K | 1.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jul 31, 2026 | 15.9K | 1.2M | 0.1% |
| New York Life Investments ETF Trust-NYLIM Merger Arbitrage ETF | Sep 30, 2026 | 14.4K | 1.1M | 0.1% |
| American Century ETF Trust-Avantis International Equity ETF | Aug 31, 2026 | 12.7K | 986.1K | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | May 31, 2026 | 13.0K | 1.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.