Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Financial Investors Tr-Grandeur Peak International Opportunities Fund | Jul 31, 2023 | 222.3K | 738.0M | 1.2% |
| Financial Investors Tr-Grandeur Peak Global Opportunities Fund | Jul 31, 2023 | 219.8K | 729.7M | 1.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 184.8K | 613.5M | 1.0% |
| Wasatch International Opportunities Fund | Jun 30, 2023 | 146K | 505.9M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 107.4K | 372.2M | 0.6% |
| Brinker Capital Destinations Tr-Destinations International Equity Fd | May 31, 2023 | 68.5K | 236.7M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 58.9K | 195.6M | 0.3% |
| DFA Japanese Small Company Series | Jul 31, 2023 | 51.7K | 171.6M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 39.7K | 127.0M | 0.2% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 38.7K | 123.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.