Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Oakmark International Small Cap Fund | Jun 30, 2023 | 1.5M | 30.4M | 1.0% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.5M | 28.8M | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 863.9K | 17.1M | 0.5% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 609.9K | 12.1M | 0.4% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 475.7K | 9.4M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 419.8K | 8.3M | 0.3% |
| College Retirement Equities Fund-Stock Account | Jun 30, 2023 | 353.2K | 7.0M | 0.2% |
| Northern Lights Fd Tr III-Centerstone Investors Fd | Jun 30, 2023 | 249.5K | 4.9M | 0.2% |
| Vanguard International Stock Index-Vanguard European Stock Index | Jul 31, 2023 | 235.2K | 4.7M | 0.2% |
| Schwab Strategic Tr-Schwab International Small Cap Equity ETF | Aug 31, 2023 | 209.2K | 4.1M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.