Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.1M | 5.1M | 3.9% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 476.2K | 3.4M | 1.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 465.9K | 3.5M | 1.6% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 460.8K | 2.1M | 1.6% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 312.5K | 1.4M | 1.1% |
| Vanguard Tax Managed Fund-Small Cap Fund | Dec 31, 2017 | 211.1K | 1.6M | 0.7% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 205.5K | 932.9K | 0.7% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 180.5K | 1.3M | 0.6% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 155.1K | 1.2M | 0.5% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 153.1K | 1.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.