Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 1.4M | 6.2M | 1.4% |
| James Alpha Funds Trust-Easterly Global Real Estate Fund | May 31, 2026 | 1.3M | 5.5M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 915.0K | 4.0M | 0.9% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Apr 30, 2026 | 388.5K | 1.7M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Apr 30, 2026 | 360.5K | 1.6M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Apr 30, 2026 | 328.4K | 1.4M | 0.3% |
| Dimensional ETF Trust-Dimensional International Small Cap ETF | Apr 30, 2026 | 279.1K | 1.2M | 0.3% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Apr 30, 2026 | 253.8K | 1.1M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | May 31, 2026 | 221.1K | 965.3K | 0.2% |
| DBX ETF Trust-Xtrackers International Real Estate ETF | May 31, 2026 | 114.6K | 500.3K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.