Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 4.6M | 45.1M | 1.1% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 3.7M | 36.0M | 0.9% |
| MFS International New Discovery Fund | Jun 30, 2023 | 2.9M | 24.9M | 0.7% |
| MFS Series Trust XIII-MFS Global Real Estate Fund | May 31, 2023 | 2.8M | 24.9M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 2.5M | 22.1M | 0.6% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 2.0M | 19.9M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 1.8M | 17.3M | 0.4% |
| DWS RREEF Real Assets Fund | Jun 30, 2023 | 1.5M | 13.2M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 1.5M | 13.9M | 0.3% |
| Principal Global Real Estate Securities Fd | Jul 31, 2023 | 1.2M | 11.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.