Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco Global Opportunities Fund | Jul 31, 2023 | 4M | 39.7M | 3.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.2M | 11.9M | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 708.5K | 7.0M | 0.5% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 554.5K | 5.5M | 0.4% |
| Old Westbury Small & Mid Cap Strategies Fund | Jul 31, 2023 | 448.2K | 4.4M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 416K | 4.1M | 0.3% |
| Matthews International Fds-Matthews Asia Growth Fund | Jun 30, 2023 | 323.4K | 3.2M | 0.3% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 308.2K | 3.1M | 0.2% |
| Matthews International Fds-Matthews Japan Fund | Jun 30, 2023 | 197.7K | 2.0M | 0.2% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund | Jul 31, 2023 | 178.2K | 1.8M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.