Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 9.1K | 3.1B | 1.2% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 7.1K | 2.4B | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 5.3K | 1.8B | 0.7% |
| JNL Series Trust-JNL/WMC Global Real Estate Fund | Jun 30, 2023 | 5K | 1.7B | 0.7% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 5.0K | 1.7B | 0.7% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 3.2K | 1.1B | 0.4% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 2.9K | 987.8M | 0.4% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 2.6K | 897.4M | 0.3% |
| Brookfield Global Listed Real Estate Fd | Jun 30, 2023 | 1.9K | 640.0M | 0.2% |
| iShares Core MSCI Total International Stock ETF | Aug 31, 2023 | 1.7K | 585.7M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.