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 895,370 3.11 -46,400 -4.93 1.9 02/28/2017
Vanguard Mid Cap Index I 691,685 2.41 -4,391 -0.63 0.37 03/31/2017
Vanguard Total Stock Mkt Idx 640,453 2.23 6,009 0.95 0.05 03/31/2017
Fidelity® OTC 600,800 2.09 -83,700 -12.23 1.82 02/28/2017
Fidelity® Contrafund® 473,077 1.64 0 0.00 0.18 02/28/2017
Vanguard 500 Index Inv 439,002 1.53 4,655 1.07 0.06 03/31/2017
SPDR® S&P 500 ETF 335,645 1.27 335,645 New 0.07 04/26/2017
Vanguard Institutional Index I 314,482 1.10 -4,222 -1.32 0.06 03/31/2017
BlackRock Global Allocation Inv B 326,112 1.13 56,176 20.81 0.34 01/31/2017
Fidelity® Growth Company 284,600 0.99 16,000 5.96 0.33 02/28/2017
Fidelity® Series Blue Chip Growth 240,600 0.84 -13,200 -5.20 1.78 02/28/2017
Sequoia 209,996 0.73 -17,004 -7.49 1.93 12/31/2016
Vanguard Growth Index Inv 174,825 0.61 2,026 1.17 0.13 03/31/2017
Vanguard Mid-Cap Growth ETF 161,941 0.56 19 0.01 0.8 03/31/2017
ClearBridge Large Cap Growth A 161,920 0.56 32,930 25.53 1.1 03/31/2017
Fidelity Spartan® 500 Index Inv 165,072 0.57 1,398 0.85 0.06 02/28/2017
Consumer Discret Sel Sect SPDR® ETF 139,452 0.53 139,452 New 0.55 04/26/2017
CREF Stock R1 148,750 0.52 1,666 1.13 0.05 02/28/2017
CREF Growth R1 143,910 0.50 17,430 13.78 0.27 02/28/2017
Goldman Sachs Growth Opportunities A 135,163 0.47 -7,510 -5.26 2.17 03/31/2017