Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 436.8K | 31.1M | 1.2% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 350.9K | 25.0M | 1.0% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 262.1K | 18.0M | 0.7% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 179.5K | 12.9M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 145.9K | 10.5M | 0.4% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 143.8K | 10.2M | 0.4% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 129.8K | 9.2M | 0.3% |
| Global X Fds-Global X SuperDividend REIT ETF | Sep 30, 2023 | 98.0K | 6.4M | 0.3% |
| CBRE Global Real Estate Income Fund | Jun 30, 2023 | 94.0K | 6.5M | 0.3% |
| iShares Global REIT ETF | Aug 31, 2023 | 77.1K | 5.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.