Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SPDR Portfolio Developed World ex-US ETF | Aug 31, 2023 | 153.5K | 193.8M | 0.1% |
| Vanguard International Value Fund | Jul 31, 2023 | 87.3K | 118.8M | 0.0% |
| Avantis Emerging Markets Equity Fund | Jun 30, 2023 | 72.0K | 99.8M | 0.0% |
| Legg Mason Global Asset Mgt Tr- Martin Currie SMASh Series EM Fd | Jul 31, 2023 | 74.2K | 101.1M | 0.0% |
| Avantis Emerging Markets Equity ETF | Sep 30, 2023 | 80.5K | 101.5M | 0.0% |
| American Mutual Fund Inc | Sep 30, 2023 | 38.4K | 48.4M | 0.0% |
| Blackrock Funds-High Equity Income Fund | May 31, 2023 | 22.3K | 30.1M | 0.0% |
| Price (T.Rowe) Institutional Large Cap Value Fund | Jun 30, 2023 | 15.8K | 22.0M | 0.0% |
| Blackrock Emerging Markets Fund | Jul 31, 2023 | 20.2K | 27.5M | 0.0% |
| Blackrock Enhanced Equity Dividend Trust (BDJ) | Jun 30, 2023 | 16.0K | 22.2M | 0.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.