Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Jun 30, 2023 | 203.6K | 55.1M | 2.4% |
| MFS International New Discovery Fund | Jun 30, 2023 | 88.8K | 24.0M | 1.1% |
| Price (T.Rowe) International Discovery Fund | Jul 31, 2023 | 73.4K | 20.6M | 0.9% |
| Financial Investors Tr-Grandeur Peak International Stalwarts Fd | Jul 31, 2023 | 71.6K | 20.0M | 0.9% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 56.7K | 15.9M | 0.7% |
| Financial Investors Tr-Grandeur Peak Global Opportunities Fund | Jul 31, 2023 | 40.1K | 11.2M | 0.5% |
| Financial Investors Tr-Grandeur Peak International Opportunities Fund | Jul 31, 2023 | 38.9K | 10.9M | 0.5% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 34.4K | 9.3M | 0.4% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 28.6K | 7.9M | 0.3% |
| DFA Continental Small Company Series | Jul 31, 2023 | 28.5K | 8.0M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.