Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Advisor Multi-Asset Income Fund | Aug 31, 2023 | 942.9K | 13.8M | 3.8% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 475.9K | 7.2M | 1.9% |
| SPDR Portfolio Developed World ex-US ETF | Aug 31, 2023 | 210.1K | 3.1M | 0.9% |
| DFA Investment Dimensions-Canadian Small Company Series | Jul 31, 2023 | 162.3K | 2.4M | 0.7% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 128.2K | 1.9M | 0.5% |
| Clearwater International Fund | Jun 30, 2023 | 49K | 725.7K | 0.2% |
| DFA International Vector Equity Port | Jul 31, 2023 | 23.1K | 347.7K | 0.1% |
| Dimensional ETF Tr-Dimensional International Small Cap Value ETF | Jul 31, 2023 | 19.6K | 294.7K | 0.1% |
| Optimum Funds Tr-International Fund | Jun 30, 2023 | 15K | 222.2K | 0.1% |
| DFA Investment Dimensions-World Ex U.S. Core Equity Port | Jul 31, 2023 | 11.3K | 169.8K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.