Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Advisors Inner Circle Fund II-Kopernik Global All Cap Fund | Jul 31, 2023 | 1.7M | 3.0B | 2.6% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 628.7K | 1.1B | 1.0% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 420.9K | 746.7M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 306.7K | 537.0M | 0.5% |
| DFA Japanese Small Company Series | Jul 31, 2023 | 249.3K | 443.8M | 0.4% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 187.1K | 333.0M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 175K | 311.5M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 159.8K | 283.5M | 0.3% |
| iShares Core MSCI Total International Stock ETF | Aug 31, 2023 | 128.7K | 228.3M | 0.2% |
| SEI Institutional Managed Tr-Global Managed Volatility Fund | Sep 30, 2023 | 104.7K | 191.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.