Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 433.1K | 4.0M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 252.5K | 2.4M | 0.6% |
| DFA Japanese Small Company Series | Jul 31, 2023 | 211.8K | 2.0M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 184.7K | 1.7M | 0.4% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 152.4K | 1.4M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 134.8K | 1.2M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 119.9K | 1.1M | 0.3% |
| Schwab Strategic Tr-Schwab Fundamental Intl Small Company Idx ETF | May 31, 2023 | 92.5K | 901.8K | 0.2% |
| Old Westbury Small & Mid Cap Strategies Fund | Jul 31, 2023 | 84.9K | 793.8K | 0.2% |
| iShares Core MSCI Total International Stock ETF | Aug 31, 2023 | 88.6K | 793.0K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.