Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 771.0K | 12.2M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 679.4K | 8.3M | 2.0% |
| PGIM QMA Small Cap Value Fd | Jun 30, 2018 | 596.1K | 7.3M | 1.8% |
| JP Morgan Small Cap Value Fund | Jun 30, 2018 | 581.7K | 7.1M | 1.7% |
| Advisors Inner Circle Fd II-Hancock Horizon Burkenroad Small Cap Fund | Jan 31, 2018 | 535.5K | 8.2M | 1.6% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 440.4K | 7.0M | 1.3% |
| iShares U.S. Home Construction ETF | Jun 30, 2018 | 370.1K | 4.5M | 1.1% |
| College Retirement Equities Fund-Stock Account | Dec 31, 2017 | 358.0K | 5.7M | 1.1% |
| JP Morgan U.S. Small Company Fund | Jun 30, 2018 | 332.8K | 4.1M | 1.0% |
| Royce Opportunity Fund | Dec 31, 2017 | 317.9K | 5.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.