Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.2M | 51.5M | 5.2% |
| Goldman Sachs Small Cap Value Fund | Feb 28, 2018 | 1.9M | 26.6M | 3.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.5M | 19.7M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.4M | 18.3M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.3M | 20.4M | 2.1% |
| Thornburg Value Fund | Dec 31, 2017 | 1.2M | 16.0M | 2.0% |
| iShares Mortgage Real Estate Capped ETF | Jun 30, 2018 | 1.2M | 19.2M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 931.9K | 12.3M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 885.2K | 11.7M | 1.5% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 862.1K | 13.9M | 1.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.