Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 1.3M | 308.7M | 0.6% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Jun 30, 2026 | 983.7K | 232.6M | 0.5% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2026 | 989.3K | 233.9M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 863.9K | 204.2M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 664.2K | 157.0M | 0.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | May 31, 2026 | 632.0K | 149.4M | 0.3% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 610.5K | 144.3M | 0.3% |
| -iShares Defense Industrials Active ETF | Jun 30, 2026 | 368.6K | 87.1M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 348.7K | 82.4M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | May 31, 2026 | 323.4K | 76.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.