Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Advisor Multi-Asset Income Fund | Jun 30, 2023 | 882.9K | 9.9M | 3.6% |
| DFA International Small Cap Value Portfolio | Apr 30, 2023 | 475.9K | 4.8M | 1.9% |
| SPDR Portfolio Developed World ex-US ETF | Aug 31, 2023 | 210.1K | 2.3M | 0.9% |
| DFA Investment Dimensions-Canadian Small Company Series | Apr 30, 2023 | 162.3K | 1.6M | 0.7% |
| DFA International Core Equity Portfolio | Apr 30, 2023 | 128.2K | 1.3M | 0.5% |
| Clearwater International Fund | Jun 30, 2023 | 49K | 547.8K | 0.2% |
| DFA International Vector Equity Port | Apr 30, 2023 | 23.1K | 234.5K | 0.1% |
| Dimensional ETF Tr-Dimensional International Small Cap Value ETF | Apr 30, 2023 | 19.6K | 198.7K | 0.1% |
| Optimum Funds Tr-International Fund | Jun 30, 2023 | 15K | 167.7K | 0.1% |
| DFA Investment Dimensions-World Ex U.S. Core Equity Port | Apr 30, 2023 | 11.3K | 114.5K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.