Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-Health Care Fund | Jul 31, 2023 | 236.5K | 73.3M | 1.9% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 171.4K | 53.1M | 1.3% |
| Global X Fds-Global X Robotics & Artificial Intelligence Thematic ETF | Sep 30, 2023 | 132.2K | 41.0M | 1.0% |
| Invesco International Small-Mid Company Fund | Jul 31, 2023 | 118.7K | 36.8M | 0.9% |
| Fidelity Series International Small Cap Fund | Jul 31, 2023 | 111.3K | 34.5M | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 100.6K | 31.2M | 0.8% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 71.1K | 22.0M | 0.6% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 54.8K | 17.0M | 0.4% |
| Goldman Sachs International Small Cap Insights Fund | Jul 31, 2023 | 53.0K | 16.4M | 0.4% |
| Exchange Traded Concepts Tr-Global Robotics & Automation Index ETF | Sep 30, 2023 | 49.1K | 15.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.