Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BlackRock Science & Technology Term Trust | Jun 30, 2023 | 510.8K | 893.4M | 0.5% |
| Matthews International Fds-Matthews Japan Fund | Jun 30, 2023 | 454.9K | 795.6M | 0.5% |
| Alps Series Tr-Seven Canyons World Innovators Fd | Jun 30, 2023 | 359.9K | 629.5M | 0.3% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 305.3K | 540.7M | 0.3% |
| Valic Company II-International Opportunities Fd | May 31, 2023 | 251.7K | 348.6M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 242K | 428.6M | 0.2% |
| WisdomTree Tr-WisdomTree Artificial Intelligence & Innovation Fd | Sep 30, 2023 | 172.5K | 275.8M | 0.2% |
| Vanguard Whitehall Funds-International Explorer Fund | Jul 31, 2023 | 153.6K | 252.1M | 0.2% |
| Tidal Tr II-Roundhill Generative AI & Technology ETF | Jul 31, 2023 | 118.3K | 194.1M | 0.1% |
| JNL Series Trust-JNL/Multi Manager Int'l Small Cap Fund | Jun 30, 2023 | 90.5K | 158.3M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.