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 964,170 3.35 54,800 6.03 1.96 12/31/2016
Vanguard Mid Cap Index I 689,927 2.40 12,494 1.84 0.36 01/31/2017
Fidelity® OTC 755,500 2.62 136,700 22.09 2.2 12/31/2016
Vanguard Total Stock Mkt Idx 626,387 2.18 9,673 1.57 0.05 01/31/2017
Fidelity® Contrafund® 508,977 1.77 -84,700 -14.27 0.19 12/31/2016
Vanguard 500 Index Inv 429,541 1.49 6,334 1.50 0.06 01/31/2017
SPDR® S&P 500 ETF 332,738 1.16 238 0.07 0.06 02/23/2017
Vanguard Institutional Index I 317,603 1.10 1,334 0.42 0.06 01/31/2017
Fidelity® Series Blue Chip Growth 260,100 0.90 15,700 6.42 1.86 12/31/2016
BlackRock Global Allocation Inv B 269,936 0.93 152,685 130.22 0.23 10/31/2016
Sequoia 227,000 0.78 0 0.00 2.06 09/30/2016
Fidelity® Growth Company 242,900 0.84 97,900 67.52 0.26 12/31/2016
T. Rowe Price New Horizons 193,866 0.67 -18 -0.01 0.51 09/30/2016
Vanguard Growth Index Inv 169,842 0.59 -1,853 -1.08 0.13 01/31/2017
Vanguard Mid-Cap Growth ETF 158,698 0.55 3,240 2.08 0.79 01/31/2017
Fidelity Spartan® 500 Index Inv 163,283 0.57 2,555 1.59 0.06 12/31/2016
Consumer Discret Sel Sect SPDR® ETF 143,481 0.50 -153 -0.11 0.5 02/23/2017
CREF Stock R1 147,515 0.51 -1,952 -1.31 0.05 12/31/2016
Touchstone Sands Capital Select Growth Z 147,500 0.51 -42,000 -22.16 2.31 12/31/2016
AZ InvestEd Ivy Asset Strategy E 134,200 0.47 -101,900 -43.16 1.01 12/31/2016