Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.2M | 8.3M | 4.2% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.5M | 4.0M | 2.0% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.4M | 3.6M | 1.8% |
| Royce Opportunity Fund | Dec 31, 2017 | 1.1M | 2.9M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 928.2K | 2.4M | 1.2% |
| iShares S&P Small Cap 600 Growth Index ETF | Jun 30, 2018 | 599.0K | 1.5M | 0.8% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 586.8K | 1.5M | 0.8% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 576.8K | 1.8M | 0.8% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 552.6K | 1.7M | 0.7% |
| Vanguard Tax Managed Fund-Small Cap Fund | Dec 31, 2017 | 531.8K | 1.4M | 0.7% |
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