Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 12.8M | 26.3M | 0.4% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 7.6M | 15.9M | 0.3% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 5.7M | 11.8M | 0.2% |
| Third Avenue Real Estate Value Fund | Jul 31, 2023 | 3.9M | 8.0M | 0.1% |
| JP Morgan ETF Tr-BetaBuilders Developed Asia ex-Japan ETF | Jul 31, 2023 | 2.8M | 5.8M | 0.1% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S. Index Fund | Jul 31, 2023 | 1.9M | 3.9M | 0.1% |
| Schwab Strategic Tr-Schwab Fundamental Intl Small Company Idx ETF | May 31, 2023 | 1.8M | 3.3M | 0.1% |
| DFA Investment Dimensions-DFA Emerging Mkts Value | Jul 31, 2023 | 2.0M | 4.0M | 0.1% |
| DFA Emerging Markets Core Equity Portfolio | Jul 31, 2023 | 1.6M | 3.2M | 0.1% |
| Schwab Strategic Tr-Schwab International Equity ETF | May 31, 2023 | 1.6M | 2.9M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.