Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Apr 30, 2023 | 7.3M | 7.1M | 1.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 4.3M | 4.3M | 0.8% |
| Vanguard Global ex U.S. Real Estate Index Fund | Apr 30, 2023 | 2.6M | 2.5M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 2.3M | 2.2M | 0.4% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Apr 30, 2023 | 2.1M | 2.1M | 0.4% |
| iShares Global REIT ETF | Aug 31, 2023 | 1.3M | 1.2M | 0.2% |
| Vanguard International Stock Index-Vanguard European Stock Index | Apr 30, 2023 | 1.1M | 1.1M | 0.2% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 1.1M | 1.1M | 0.2% |
| Schwab Strategic Tr-Schwab International Small Cap Equity ETF | May 31, 2023 | 1.0M | 990.1K | 0.2% |
| iShares Developed Real Estate Index Fund | Apr 30, 2023 | 858.2K | 841.7K | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.