Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 2.3M | 48.8M | 2.6% |
| Smallcap World Fund | Mar 31, 2018 | 2.1M | 47.9M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.1M | 55.2M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.1M | 54.8M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.8M | 39.6M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.3M | 34.4M | 1.5% |
| Vanguard Strategic Equity Fund | Dec 31, 2017 | 1.1M | 29.4M | 1.3% |
| Hennessy Cornerstone Mid Cap 30 Fund | Jun 30, 2018 | 1.1M | 23.6M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.1M | 28.0M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 980.5K | 21.3M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.