Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs International Small Cap Insights Fund | Jul 31, 2023 | 1.9M | 29.8M | 1.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.9M | 28.7M | 1.0% |
| Price (T.Rowe) Science & Technology Fund | Jun 30, 2023 | 1.8M | 25.9M | 1.0% |
| Oakmark International Small Cap Fund | Jun 30, 2023 | 1.5M | 22.0M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 1.1M | 16.2M | 0.6% |
| Columbia Funds Ser Tr II-Columbia Seligman Global Technology Fund | Jul 31, 2023 | 871.6K | 13.5M | 0.5% |
| DFA Continental Small Company Series | Jul 31, 2023 | 777.8K | 12.0M | 0.4% |
| iShares Cybersecurity and Tech ETF | Sep 30, 2023 | 780.1K | 12.5M | 0.4% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 764.4K | 13.1M | 0.4% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 596.3K | 10.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.