Trust for Advised Port-Patient Opportunity Trust | 9,500,000 | Mar 30, 2024 | 3.52% | 24,177,500 |
Vanguard International Stock Index-Total Intl Stock Indx | 3,366,665 | Jan 30, 2024 | 1.25% | 8,568,162 |
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | 2,024,573 | Dec 30, 2023 | 0.75% | 5,152,538 |
Old Westbury Small & Mid Cap Strategies Fund | 1,996,131 | Jan 30, 2024 | 0.74% | 5,080,153 |
Royce Smaller Companies Growth Fund | 1,046,000 | Dec 30, 2023 | 0.39% | 2,662,070 |
Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | 938,673 | Jan 30, 2024 | 0.35% | 2,388,922 |
Vanguard International Stock Index-Vanguard European Stock Index | 539,847 | Jan 30, 2024 | 0.20% | 1,373,910 |
Schwab Strategic Tr-Schwab International Small Cap Equity ETF | 487,690 | Nov 29, 2023 | 0.18% | 1,241,171 |
DFA United Kingdom Small Company Series | 488,305 | Jan 30, 2024 | 0.18% | 1,242,736 |
DFA International Core Equity Portfolio | 205,067 | Jan 30, 2024 | 0.08% | 521,895 |