Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.2M | 9.0M | 1.3% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 764.2K | 5.9M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 690.3K | 5.6M | 0.7% |
| Cohen & Steers International Realty Fund | Jun 30, 2023 | 508.0K | 4.1M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 468.5K | 4.0M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 389.6K | 3.4M | 0.4% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 363.3K | 2.8M | 0.4% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 355.8K | 2.7M | 0.4% |
| Fidelity International Real Estate Fund | Jul 31, 2023 | 340.8K | 2.6M | 0.4% |
| Brighthouse Fds Tr I-Clarion Global Real Estate Port | Jun 30, 2023 | 323.5K | 2.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.