Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GMO Resources Fund | May 31, 2023 | 501.3K | 8.2M | 0.6% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 277.3K | 3.8M | 0.3% |
| GMO Climate Change Fund | May 31, 2023 | 220.0K | 3.6M | 0.3% |
| Schwab Strategic Tr-Schwab Fundamental Intl Small Company Idx ETF | May 31, 2023 | 168.9K | 2.8M | 0.2% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 139.1K | 2.0M | 0.2% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 80.1K | 1.1M | 0.1% |
| Schwab Capital Trust-Schwab Fundamental Int'l Small Co Index Fund | Jul 31, 2023 | 59.6K | 810.8K | 0.1% |
| Vanguard International Stock Index-Vanguard European Stock Index | Jul 31, 2023 | 47.1K | 640.4K | 0.1% |
| GMO Implementation Fund | May 31, 2023 | 36.5K | 595.2K | 0.0% |
| Schwab Strategic Tr-Schwab International Small Cap Equity ETF | May 31, 2023 | 28.8K | 468.8K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.