Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Global Fund | Jul 31, 2023 | 5.2M | 433.0B | 3.8% |
| First Eagle Overseas Fund | Jul 31, 2023 | 2.5M | 202.5B | 1.8% |
| AMG Yacktman Focused Fd | Jun 30, 2023 | 1.7M | 137.4B | 1.2% |
| AMG Yacktman Fd | Jun 30, 2023 | 1.5M | 120.3B | 1.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.4M | 117.3B | 1.0% |
| iShares Core MSCI Emerging Markets ETF | Aug 31, 2023 | 944.9K | 82.1B | 0.7% |
| American Fds International Growth & Income Fd | Jun 30, 2023 | 916.4K | 75.9B | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 814.0K | 67.4B | 0.6% |
| Fidelity SAI Emerging Markets Low Volatility Index Fund | Jul 31, 2023 | 734.9K | 60.7B | 0.5% |
| SEI Institutional Investment Tr-World Equity Ex-U.S. Fd | Sep 30, 2023 | 685K | 59.1B | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.