Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 294.4K | 21.9B | 0.8% |
| iShares Core MSCI Emerging Markets ETF | Aug 31, 2023 | 227.9K | 16.0B | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 174.8K | 11.4B | 0.5% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 82.8K | 6.2B | 0.2% |
| Causeway Emerging Markets Fund | Jun 30, 2023 | 77.9K | 5.1B | 0.2% |
| DFA Emerging Markets Small Cap Series | Jul 31, 2023 | 48.5K | 3.6B | 0.1% |
| DFA Emerging Markets Core Equity Portfolio | Jul 31, 2023 | 46.7K | 3.5B | 0.1% |
| Schwab Strategic Tr-Schwab International Small Cap Equity ETF | May 31, 2023 | 41.5K | 2.0B | 0.1% |
| First Trust Nasdaq (R) Clean Edge (R) Smart Grid Infrastructure Index | Sep 30, 2023 | 38.2K | 2.5B | 0.1% |
| iShares Core MSCI Total International Stock ETF | Aug 31, 2023 | 37.5K | 2.6B | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.