Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 30.7M | 268.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 19.7M | 172.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 13.6M | 118.9M | 0.5% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Feb 28, 2026 | 10.5M | 92.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 7.2M | 63.0M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 7.0M | 61.1M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 6.8M | 59.8M | 0.2% |
| PIMCO Dynamic Income Fund | Dec 31, 2025 | 6.1M | 53.7M | 0.2% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd. | Feb 28, 2026 | 5.8M | 51.1M | 0.2% |
| Legg Mason ETF Investment TRT-Franklin Intl Low Volatility High Divide | Jan 31, 2026 | 5.7M | 49.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.