Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Jul 31, 2023 | 372.8K | 55.4M | 1.4% |
| SPDR Portfolio Developed World ex-US ETF | Aug 31, 2023 | 299.0K | 41.3M | 1.1% |
| Financial Investors Tr-Grandeur Peak International Opportunities Fund | Jul 31, 2023 | 292.1K | 43.4M | 1.1% |
| Financial Investors Tr-Grandeur Peak Global Opportunities Fund | Jul 31, 2023 | 187.7K | 27.9M | 0.7% |
| DFA Continental Small Company Series | Jul 31, 2023 | 174.7K | 26.0M | 0.6% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 135.9K | 20.2M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 131.9K | 18.2M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 105.3K | 14.5M | 0.4% |
| Financial Investors Tr-Grandeur Peak Global Reach Fund | Jul 31, 2023 | 66.7K | 9.9M | 0.2% |
| Fidelity Low Priced Stock K6 Fund | Jul 31, 2023 | 43.3K | 6.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.