Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Jul 31, 2023 | 2.4M | 22.9M | 1.6% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.8M | 17.1M | 1.2% |
| Fidelity International Small Cap Fund | Jul 31, 2023 | 1.6M | 15.1M | 1.1% |
| Franklin Mutual Series Fund-Mutual Quest Fund | Jun 30, 2023 | 1.2M | 9.8M | 0.8% |
| Victory Portfolios-Victory Trivalent International Small Cap Fund | Jun 30, 2023 | 1.1M | 9.3M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 1.1M | 8.9M | 0.7% |
| DFA United Kingdom Small Company Series | Jul 31, 2023 | 961.9K | 9.4M | 0.7% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 908.0K | 8.3M | 0.6% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 884.6K | 8.6M | 0.6% |
| Financial Investors Tr-Vulcan Value Partners Small Cap Fd | Jul 31, 2023 | 849.3K | 8.3M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.