Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital World Growth and Income Fund | Jun 30, 2018 | 41.9M | 467.4M | 6% |
| Smallcap World Fund | Mar 31, 2018 | 14.1M | 84.1M | 2.0% |
| Vanguard International Growth Fund | Feb 28, 2018 | 12.8M | 74.8M | 1.8% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 5.7M | 31.3M | 0.8% |
| Price (T.Rowe) International Discovery Fund | Jun 30, 2018 | 2.8M | 31.2M | 0.4% |
| Baillie Gifford Eafe Fund | Mar 31, 2018 | 2.6M | 15.7M | 0.4% |
| DFA United Kingdom Small Company Series | Jan 31, 2018 | 2.6M | 14.2M | 0.4% |
| iShares MSCI EAFE Small Cap ETF | Jun 30, 2018 | 2.3M | 25.9M | 0.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 2.3M | 9.6M | 0.3% |
| iShares Core MSCI EAFE ETF | Jun 30, 2018 | 1.8M | 20.5M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.