Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Jul 31, 2023 | 719.8K | 5.4B | 1.8% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 289.7K | 2.2B | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 167.4K | 1.2B | 0.4% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 96.1K | 722.9M | 0.2% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 88.2K | 677.2M | 0.2% |
| Fidelity Low Priced Stock K6 Fund | Jul 31, 2023 | 83.6K | 628.9M | 0.2% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 77.1K | 592.0M | 0.2% |
| DFA Japanese Small Company Series | Jul 31, 2023 | 66.3K | 498.7M | 0.2% |
| Federated Hermes SDG Engagement Equity Fund | Sep 30, 2023 | 50.4K | 387.7M | 0.1% |
| Schwab Strategic Tr-Schwab Fundamental Intl Small Company Idx ETF | May 31, 2023 | 42.7K | 296.2M | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.