Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2018 | 3.4M | 93.1M | 1.3% |
| First Tr Exchange Traded Fd II-First Tr Cloud Computing ETF | Dec 31, 2017 | 1.9M | 54.7M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2017 | 1.4M | 39.7M | 0.5% |
| Transamerica Mid Cap Value Opportunities Fd | Jan 31, 2018 | 614.6K | 17.0M | 0.2% |
| iShares North American Tech-Software ETF | Jun 30, 2018 | 596.2K | 17.8M | 0.2% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jan 31, 2018 | 562.9K | 15.5M | 0.2% |
| iShares MSCI Canada ETF | Jun 30, 2018 | 553.1K | 16.5M | 0.2% |
| Fidelity Series Canada Fund | Jun 30, 2018 | 555.6K | 16.6M | 0.2% |
| AMG Timessquare Mid Cap Growth Fd | Mar 31, 2018 | 477.8K | 13.1M | 0.2% |
| Fidelity Canada Fund | Jun 30, 2018 | 390.9K | 11.7M | 0.2% |
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Holders
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Ultra plan.