Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Putnam Fds Tr-Putnam Capital Spectrum Fd | Jan 31, 2018 | 5.2M | 645.3M | 8.6% |
| Putnam Fds Tr-Putnam Equity Spectrum Fd | Jan 31, 2018 | 1.6M | 193.5M | 2.6% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 1.4M | 156.0M | 2.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.4M | 153.6M | 2.3% |
| Fidelity Puritan Fund Inc | Jun 30, 2018 | 898.5K | 133.0M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 765.7K | 85.7M | 1.3% |
| iShares NASDAQ Biotechnology ETF | Jun 30, 2018 | 696.7K | 103.1M | 1.2% |
| Fidelity Series Stock Selector Large Cap Value Fund | Jun 30, 2018 | 602.0K | 89.1M | 1% |
| College Retirement Equities Fund-Growth Account | Mar 31, 2018 | 528.2K | 61.8M | 0.9% |
| Putnam Global Health Care Fd | Feb 28, 2018 | 498.5K | 59.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.