Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 728.2K | 389.6M | 1.5% |
| SmallCap World Fund Inc | Dec 31, 2025 | 725.6K | 388.2M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 464.4K | 248.4M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 337.3K | 180.5M | 0.7% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 274.1K | 146.6M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 238.4K | 127.5M | 0.5% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd. | Jan 31, 2026 | 220.7K | 118.0M | 0.4% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 209.6K | 112.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 192.2K | 102.8M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 181.7K | 97.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.