Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 2.0M | 21.1M | 5.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 735.6K | 9.1M | 2.0% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 696.5K | 8.8M | 1.9% |
| Wells Fargo Small Cap Value Fd | Jun 30, 2018 | 648.5K | 8.2M | 1.8% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 387.9K | 4.8M | 1.1% |
| Wanger Advisor Trust-Wanger USA, Variable Series | Dec 31, 2017 | 290.2K | 3.6M | 0.8% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 262.6K | 3.3M | 0.7% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 248.0K | 2.6M | 0.7% |
| Vanguard Specialized-REIT II Index Fund | Jan 31, 2018 | 224.5K | 2.4M | 0.6% |
| RMR Real Estate Income Fund | Dec 31, 2017 | 184.7K | 2.3M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.