Trust for Advised Port-Patient Opportunity Trust | 9,500,000 | 30 Mar 2024 | 3.52% | 24,794,999 |
Vanguard International Stock Index-Total Intl Stock Indx | 3,366,665 | 30 Jan 2024 | 1.25% | 8,786,995 |
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | 2,024,573 | 30 Dec 2023 | 0.75% | 5,284,135 |
Old Westbury Small & Mid Cap Strategies Fund | 1,996,131 | 30 Jan 2024 | 0.74% | 5,209,901 |
Royce Smaller Companies Growth Fund | 1,046,000 | 30 Dec 2023 | 0.39% | 2,730,059 |
Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | 938,673 | 30 Jan 2024 | 0.35% | 2,449,936 |
Vanguard International Stock Index-Vanguard European Stock Index | 539,847 | 30 Jan 2024 | 0.20% | 1,409,000 |
Schwab Strategic Tr-Schwab International Small Cap Equity ETF | 487,690 | 29 Nov 2023 | 0.18% | 1,272,870 |
DFA United Kingdom Small Company Series | 488,305 | 30 Jan 2024 | 0.18% | 1,274,475 |
DFA International Core Equity Portfolio | 205,067 | 30 Jan 2024 | 0.08% | 535,224 |