Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XIII-MFS Global Real Estate Fund | May 31, 2023 | 18.8M | 52.7M | 2.5% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 9.7M | 27.8M | 1.3% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 9.4M | 26.9M | 1.3% |
| Fidelity International Small Cap Fund | Jul 31, 2023 | 6.7M | 19.3M | 0.9% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 5.7M | 14.7M | 0.8% |
| DFA United Kingdom Small Company Series | Jul 31, 2023 | 4.2M | 12.1M | 0.6% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 4.1M | 11.2M | 0.6% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 3.5M | 10.0M | 0.5% |
| James Alpha Funds Tr-Easterly Global Real Estate Fd | May 31, 2023 | 3.3M | 9.1M | 0.4% |
| Fidelity International Real Estate Fund | Jul 31, 2023 | 3.1M | 8.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.