Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.9M | 11.0M | 1.0% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 1.8M | 10.4M | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 1.1M | 6.6M | 0.6% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 759.7K | 4.5M | 0.4% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 654.2K | 3.9M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 620.7K | 3.7M | 0.3% |
| Janus Henderson Global Real Estate Fund | Jun 30, 2023 | 594K | 3.5M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 536.7K | 3.2M | 0.3% |
| Virtus OpportunitiesTr-Virtus Duff & Phelps Global Real Estate Sec Fd | Jun 30, 2023 | 424.8K | 2.5M | 0.2% |
| iShares Global REIT ETF | Sep 30, 2023 | 333.9K | 2.0M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.