Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 15.0M | 32.6M | 0.9% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 10.8M | 23.5M | 0.6% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 8.5M | 18.6M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 6.0M | 13.4M | 0.3% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 5.0M | 11.0M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 4.5M | 10.2M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 4.2M | 9.1M | 0.2% |
| Cohen & Steers Global Realty Shares, Inc. | Jun 30, 2023 | 3.3M | 7.2M | 0.2% |
| iShares Global REIT ETF | Aug 31, 2023 | 2.6M | 5.7M | 0.2% |
| Cohen & Steers International Realty Fund | Jun 30, 2023 | 2.3M | 5.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.