Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 13.0M | 286.0M | 6.5% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 5.3M | 140.8M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.8M | 108.8M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 4.6M | 106.1M | 2.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 2.5M | 58.1M | 1.3% |
| Federated Strategic Value Dividend Fund | Jun 30, 2018 | 2.5M | 66.2M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 2.3M | 61.5M | 1.2% |
| Principal Small/Midcap Dividend Income Fd | Jun 30, 2018 | 2.0M | 53.6M | 1% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 1.9M | 41.0M | 0.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.5M | 33.9M | 0.7% |
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