Major Shareholders 

BBT

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 19,011,046 2.41 -384,302 -1.98 0.14 12/31/2017
Vanguard 500 Index Inv 13,478,131 1.71 -232,484 -1.70 0.17 12/31/2017
Dodge & Cox Stock 13,100,144 1.66 0 0.00 0.9 09/30/2017
SPDR® S&P 500 ETF 9,636,262 1.33 221,280 2.35 0.18 01/18/2018
First Eagle Global A 10,500,485 1.33 0 0.00 0.9 10/31/2017
Financial Select Sector SPDR® ETF 7,591,869 1.05 12,062 0.16 1.2 01/18/2018
Delaware Value® A 8,108,123 1.03 0 0.00 3.16 11/30/2017
Vanguard Institutional Index I 7,990,226 1.01 -306,450 -3.69 0.17 12/31/2017
Fidelity Spartan® 500 Index Inv 4,850,098 0.61 29,998 0.62 0.17 11/30/2017
Vanguard Value Index Inv 4,063,092 0.52 -117,800 -2.82 0.31 12/31/2017
Vanguard Wellesley Income 4,216,919 0.53 0 0.00 0.36 09/30/2017
JPMorgan Equity Income Select 3,801,954 0.48 -560,674 -12.85 1.13 11/30/2017
American Century Mid Cap Value Inv 2,854,223 0.36 216,091 8.19 1.52 09/30/2017
iShares Russell 1000 Value 2,426,469 0.33 -6,984 -0.29 0.32 01/17/2018
Vanguard High Dividend Yield ETF 2,290,654 0.29 -43,070 -1.85 0.39 12/31/2017
iShares Select Dividend 2,137,386 0.29 -1,190 -0.06 0.63 01/17/2018
SPDR® S&P Regional Banking ETF 2,030,610 0.28 -11,344 -0.56 2.47 01/18/2018
Dodge & Cox Balanced 1,994,584 0.25 0 0.00 0.58 09/30/2017
VA CollegeAmerica Amercn Mutual 529E 1,810,000 0.23 -2,850,000 -61.16 0.19 12/31/2017
DFA US Large Cap Value I 1,781,542 0.23 1,563 0.09 0.35 11/30/2017