Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 187.9K | 13.8M | 1.0% |
| DFA Investment Dimensions-DFA Int'l Real Estate Securities | Jul 31, 2023 | 137.1K | 10.1M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 116.7K | 8.3M | 0.6% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 65.1K | 4.9M | 0.4% |
| Vanguard Global ex U.S. Real Estate Index Fund | Jul 31, 2023 | 63.9K | 4.7M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 57.9K | 4.3M | 0.3% |
| Fidelity International Real Estate Fund | Jul 31, 2023 | 58.8K | 4.3M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 57.0K | 4.3M | 0.3% |
| Brighthouse Fds Tr I-Clarion Global Real Estate Port | Jun 30, 2023 | 40.0K | 2.8M | 0.2% |
| iShares Global REIT ETF | Aug 31, 2023 | 33.9K | 2.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.