Major Shareholders 

MON

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 9,585,652 2.19 107,036 1.13 0.2 02/28/2017
Vanguard 500 Index Inv 6,572,025 1.50 76,684 1.18 0.24 02/28/2017
Vanguard PRIMECAP Inv 5,900,125 1.35 -500 -0.01 1.28 12/31/2016
SPDR® S&P 500 ETF 5,149,568 1.17 62,475 1.23 0.24 03/22/2017
Vanguard Institutional Index I 4,828,738 1.10 25,907 0.54 0.24 02/28/2017
VA CollegeAmerica WA Mutual 529B 3,493,900 0.80 358,900 11.45 0.44 12/31/2016
Vanguard Dividend Appreciation ETF 3,000,836 0.68 1,719 0.06 1.17 02/28/2017
Materials Select Sector SPDR® ETF 2,817,100 0.64 -47,808 -1.67 8.68 03/22/2017
Davis NY Venture A 3,086,313 0.70 -207,500 -6.30 2.74 10/31/2016
Vanguard Growth Index Inv 2,614,066 0.60 40,507 1.57 0.5 02/28/2017
Fidelity Spartan® 500 Index Inv 2,476,212 0.56 5,894 0.24 0.24 01/31/2017
VA CollegeAmerica Amercn Mutual 529E 2,533,900 0.58 141,000 5.89 0.67 12/31/2016
Vanguard Capital Opportunity Inv 2,318,786 0.53 0 0.00 1.73 12/31/2016
Vanguard Wellington™ Inv 2,311,130 0.53 1,072,650 86.61 0.26 12/31/2016
Franklin Mutual Global Discovery Z 2,149,530 0.49 2,149,530 New 1.02 12/31/2016
FlexShares Mstar Glbl Upstrm Nat Res ETF 1,940,605 0.44 6,165 0.32 5.27 03/20/2017
American Funds NVIT Growth-Income II 1,927,985 0.44 415,000 27.43 0.83 12/31/2016
Franklin Mutual Shares Z 1,483,490 0.34 1,483,490 New 1.01 12/31/2016
MFS Value A 1,435,542 0.33 -9,896 -0.68 0.38 01/31/2017
Vanguard Materials ETF 1,220,908 0.28 17,515 1.46 6.01 02/28/2017