Major Shareholders 

CMG

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Fidelity® Blue Chip Growth 941,770 3.27 -22,400 -2.32 2.08 01/31/2017
Vanguard Mid Cap Index I 696,076 2.42 6,149 0.89 0.35 02/28/2017
Fidelity® OTC 684,500 2.38 -71,000 -9.40 2.19 01/31/2017
Vanguard Total Stock Mkt Idx 634,444 2.21 8,057 1.29 0.05 02/28/2017
Fidelity® Contrafund® 473,077 1.64 -35,900 -7.05 0.19 01/31/2017
Vanguard 500 Index Inv 434,347 1.51 4,806 1.12 0.06 02/28/2017
SPDR® S&P 500 ETF 341,561 1.18 4,165 1.23 0.06 03/22/2017
Vanguard Institutional Index I 318,704 1.11 1,101 0.35 0.06 02/28/2017
Fidelity® Growth Company 268,600 0.93 25,700 10.58 0.32 01/31/2017
Fidelity® Series Blue Chip Growth 253,800 0.88 -6,300 -2.42 1.97 01/31/2017
BlackRock Global Allocation Inv B 269,936 0.93 152,685 130.22 0.23 10/31/2016
Sequoia 209,996 0.73 -17,004 -7.49 1.93 12/31/2016
Vanguard Growth Index Inv 172,799 0.60 2,957 1.74 0.12 02/28/2017
Fidelity Spartan® 500 Index Inv 163,674 0.57 391 0.24 0.06 01/31/2017
Vanguard Mid-Cap Growth ETF 161,922 0.56 3,224 2.03 0.76 02/28/2017
CREF Stock R1 147,084 0.51 -431 -0.29 0.05 01/31/2017
Consumer Discret Sel Sect SPDR® ETF 142,971 0.49 0 0.00 0.49 03/22/2017
Touchstone Sands Capital Select Growth Z 147,500 0.51 -42,000 -22.16 2.31 12/31/2016
CREF Growth R1 126,480 0.44 -245 -0.19 0.25 01/31/2017
AZ InvestEd Ivy Asset Strategy E 134,200 0.47 -101,900 -43.16 1.01 12/31/2016