Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder, Inc. | Sep 30, 2023 | 1.0M | 54.6M | 1.8% |
| Smallcap World Fund | Jun 30, 2023 | 580.9K | 32.9M | 1.0% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 357.3K | 21.0M | 0.6% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 308.4K | 18.2M | 0.5% |
| DFA Continental Small Company Series | Jul 31, 2023 | 226.2K | 13.3M | 0.4% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 213.2K | 12.1M | 0.4% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 182.0K | 10.0M | 0.3% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 156.7K | 9.2M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 120.1K | 6.6M | 0.2% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 108.3K | 6.4M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.