Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Mar 31, 2018 | 10.3M | 18.4M | 7.8% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.6M | 5.6M | 2.0% |
| Meridian Small Cap Growth Fund | Mar 31, 2018 | 2.6M | 4.6M | 2.0% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.6M | 7.7M | 2.0% |
| iShares NASDAQ Biotechnology ETF | Jun 30, 2018 | 1.5M | 4.6M | 1.2% |
| ARK ETF Tr-ARK Innovation ETF | Jan 31, 2018 | 1.5M | 3.8M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.4M | 2.9M | 1.0% |
| JNL Series Trust-JNL/Invesco Small Cap Growth Fund | Dec 31, 2017 | 1.2M | 2.6M | 0.9% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 1.2M | 3.5M | 0.9% |
| TIAA-CREF Funds-Small-Cap Equity Fund | Jan 31, 2018 | 831.7K | 2.1M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.