Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Needham Growth Fund | Jun 30, 2018 | 520K | 5.6M | 2.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 385.3K | 3.3M | 2.2% |
| Needham Aggressive Growth Fund | Jun 30, 2018 | 369.4K | 4.0M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 355.0K | 3.8M | 2.0% |
| Transamerica Small/Mid Cap Value Fund | Jan 31, 2018 | 329K | 3.0M | 1.9% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 287.0K | 2.7M | 1.6% |
| Transamerica Ser Tr-Transamerica Small/Mid Cap Value VP | Dec 31, 2017 | 218.4K | 1.9M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 204.6K | 1.8M | 1.2% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 157.0K | 1.7M | 0.9% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 155.7K | 1.4M | 0.9% |
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Holders
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