Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Feb 28, 2022 | 2.9M | 15.4M | 2.4% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2022 | 1.6M | 7.6M | 1.3% |
| DFA International Small Cap Value Portfolio | Jan 31, 2022 | 1.5M | 7.3M | 1.3% |
| Listed Funds Tr-Roundhill Sports Betting & iGaming ETF | Jan 31, 2022 | 1.4M | 6.9M | 1.2% |
| DFA Continental Small Company Series | Jan 31, 2022 | 894.8K | 4.3M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2021 | 807.6K | 4.1M | 0.7% |
| DFA International Core Equity Portfolio | Jan 31, 2022 | 729.0K | 3.5M | 0.6% |
| Fidelity Series Intrinsic Opportunities Fund | Feb 28, 2022 | 675K | 3.5M | 0.6% |
| iShares Core MSCI EAFE ETF | Jan 31, 2022 | 660.9K | 3.2M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Jan 31, 2022 | 527.3K | 2.5M | 0.4% |
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Holders
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Ultra plan.