Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 603.8K | 62.1M | 1.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 356.9K | 35.7M | 0.8% |
| DFA Continental Small Company Series | Jul 31, 2023 | 337.8K | 34.7M | 0.7% |
| Fidelity SAI International Low Volatility Index Fund | Aug 31, 2023 | 253.6K | 27.2M | 0.6% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 241.8K | 26.0M | 0.5% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 215.7K | 22.2M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 196.9K | 21.1M | 0.4% |
| DWS RREEF Real Assets Fund | Jun 30, 2023 | 184.7K | 18.5M | 0.4% |
| Victory Portfolios-Victory Trivalent International Small Cap Fund | Jun 30, 2023 | 176.4K | 17.6M | 0.4% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 151.8K | 15.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.