Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 435.6K | 1.7M | 1.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 165.1K | 727.2K | 0.5% |
| DFA Continental Small Company Series | Jan 31, 2018 | 155.0K | 607.6K | 0.5% |
| DFA International Core Equity Portfolio | Jan 31, 2018 | 50.8K | 199.1K | 0.2% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jan 31, 2018 | 49.6K | 194.5K | 0.2% |
| ETF Managers Tr-BlueStar TA-BIGI Tech Israel Technology ETF | Jun 30, 2018 | 33.8K | 152.7K | 0.1% |
| Ancora MicroCap Fd | Mar 31, 2018 | 31.0K | 138.8K | 0.1% |
| Fidelity NASDAQ Composite Index Fund | Jun 30, 2018 | 18.2K | 82.2K | 0.1% |
| DFA International Vector Equity Port | Jan 31, 2018 | 16.8K | 65.7K | 0.1% |
| Brighthouse Fds Tr II-BH/Dimensional International Small Co Port | Mar 31, 2018 | 10.2K | 45.8K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.