Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Columbia Fds Var Ser Tr II-Columbia Var Port-Overseas Core Fd | Jun 30, 2023 | 330.9K | 30.4M | 1.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 325.1K | 29.9M | 1.1% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 257.5K | 23.7M | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 193.0K | 17.8M | 0.7% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 142.0K | 13.1M | 0.5% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 103.4K | 9.5M | 0.4% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 95.3K | 8.8M | 0.3% |
| DFA Continental Small Company Series | Jul 31, 2023 | 94.5K | 8.7M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 92.6K | 8.5M | 0.3% |
| Columbia Funds Ser Tr II-Columbia Overseas Core Fund | Aug 31, 2023 | 86.7K | 8.0M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.