Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 4.3M | 11.0M | 1.7% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 3.3M | 8.3M | 1.3% |
| Columbia Fds Var Ser Tr II-Columbia Var Port-Overseas Core Fd | Jun 30, 2023 | 2.7M | 5.8M | 1.0% |
| Pear Tree Polaris Foreign Value Small Cap Fund | Sep 30, 2023 | 2.6M | 5.1M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 2.0M | 4.3M | 0.8% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 1.8M | 3.7M | 0.7% |
| Columbia Fds Ser Tr-Columbia Overseas Value Fd | May 31, 2023 | 1.6M | 4.5M | 0.6% |
| DFA United Kingdom Small Company Series | Jul 31, 2023 | 1.3M | 3.4M | 0.5% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 1.3M | 3.2M | 0.5% |
| Avantis International Small Cap Value ETF | Sep 30, 2023 | 1.1M | 2.1M | 0.4% |
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Holders
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Ultra plan.