Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Sep 30, 2025 | 5.9M | 69.1M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.9M | 45.3M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.5M | 29.2M | 0.8% |
| American Century Mutual Funds, Inc.-SMALL CAP GROWTH FUND | Sep 30, 2025 | 2.1M | 24.8M | 0.7% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jul 31, 2025 | 1.4M | 16.0M | 0.5% |
| Fidelity Select Portfolios-Select Utilities Portfolio | Sep 30, 2025 | 1.1M | 13.1M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 1.1M | 13.0M | 0.4% |
| SPDR SERIES TRUST-SPDR S&P Kensho New Economies Composite ETF | Sep 30, 2025 | 899.3K | 10.5M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 891.5K | 10.4M | 0.3% |
| Fidelity Select Portfolios-Fidelity Telecom and Utilities Fund | Sep 30, 2025 | 766.2K | 9.0M | 0.3% |
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