Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Jun 30, 2023 | 15.4M | 145.5M | 6.7% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.9M | 17.5M | 0.8% |
| American Funds Insurance Ser-Global Small Capitalization Fund | Sep 30, 2023 | 1.6M | 15.6M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 1.1M | 10.5M | 0.5% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 771.7K | 7.3M | 0.3% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 625.5K | 5.9M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 582.2K | 5.5M | 0.3% |
| DFA International Value Series | Jul 31, 2023 | 404.3K | 3.8M | 0.2% |
| Schwab Strategic Tr-Schwab Fundamental Intl Small Company Idx ETF | Aug 31, 2023 | 328.9K | 3.1M | 0.1% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund | Jul 31, 2023 | 278.6K | 2.6M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.