Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Putnam Fds Tr-Putnam Equity Spectrum Fd | Jan 31, 2018 | 5.3M | 68.3M | 12.7% |
| Putnam Fds Tr-Putnam Capital Spectrum Fd | Jan 31, 2018 | 938.6K | 12.0M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 886.0K | 22.4M | 2.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 687.8K | 9.1M | 1.6% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 408.2K | 10.3M | 1.0% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 370.7K | 4.9M | 0.9% |
| Financial Investors Tr-Grandeur Peak Global Opportunities Fund | Jan 31, 2018 | 177.9K | 2.3M | 0.4% |
| LKCM Fund-LKCM Small Cap Equity Portfolio | Jun 30, 2018 | 121.4K | 3.1M | 0.3% |
| Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2018 | 116.0K | 1.5M | 0.3% |
| Fidelity Extended Market Index Fund | Jun 30, 2018 | 117.5K | 3.0M | 0.3% |
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Holders
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