Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Mar 31, 2018 | 2.4M | 36.5M | 3.9% |
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 739.1K | 10.9M | 1.2% |
| American Funds Insurance Ser-Global Small Capitalization Fund | Jun 30, 2018 | 421.2K | 4.8M | 0.7% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 389.5K | 7.6M | 0.6% |
| DFA International Small Cap Value Portfolio | Jan 31, 2018 | 292.2K | 5.7M | 0.5% |
| WisdomTree Tr-WisdomTree Europe Small Cap Dividend Fd | Jun 30, 2018 | 175.0K | 2.0M | 0.3% |
| DFA Continental Small Company Series | Jan 31, 2018 | 167.3K | 3.3M | 0.3% |
| DFA International Core Equity Portfolio | Jan 31, 2018 | 147.6K | 2.9M | 0.2% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 144.8K | 2.7M | 0.2% |
| iShares MSCI EAFE Small Cap ETF | Jun 30, 2018 | 137.8K | 1.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.