Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Jun 30, 2023 | 1.8M | 45.5M | 2.7% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 823.4K | 21.6M | 1.2% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 574.4K | 15.0M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 476.0K | 11.9M | 0.7% |
| Victory Portfolios-Victory Trivalent International Small Cap Fund | Jun 30, 2023 | 342.3K | 8.6M | 0.5% |
| American Funds Insurance Ser-Global Small Capitalization Fund | Jun 30, 2023 | 274.5K | 6.9M | 0.4% |
| Avantis International Small Cap Value ETF | Sep 30, 2023 | 257.1K | 6.2M | 0.4% |
| DFA International Value Series | Jul 31, 2023 | 231.3K | 6.1M | 0.3% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 231.4K | 5.8M | 0.3% |
| DFA Japanese Small Company Series | Jul 31, 2023 | 199.7K | 5.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.