Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 630.9K | 39.4M | 1.3% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 516.5K | 32.3M | 1.1% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 318.1K | 18.7M | 0.7% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 255.9K | 15.8M | 0.5% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 221.5K | 13.8M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 206.0K | 12.7M | 0.4% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 183.8K | 11.5M | 0.4% |
| Principal Global Real Estate Securities Fd | Jul 31, 2023 | 168.3K | 10.5M | 0.3% |
| CBRE Global Real Estate Income Fund | Jun 30, 2023 | 167.4K | 9.8M | 0.3% |
| iShares Global REIT ETF | Aug 31, 2023 | 110.4K | 6.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.