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 9,768,437 2.23 182,785 1.91 0.2 03/31/2017
Vanguard 500 Index Inv 6,691,601 1.53 119,576 1.82 0.24 03/31/2017
Vanguard PRIMECAP Inv 5,900,125 1.35 -500 -0.01 1.28 12/31/2016
SPDR® S&P 500 ETF 5,060,828 1.19 5,060,828 New 0.25 04/26/2017
Vanguard Institutional Index I 4,788,983 1.09 -39,755 -0.82 0.24 03/31/2017
VA CollegeAmerica WA Mutual 529B 3,493,900 0.80 0 0.00 0.47 03/31/2017
Materials Select Sector SPDR® ETF 2,880,744 0.68 2,880,744 New 8.69 04/26/2017
Davis NY Venture A 3,033,113 0.69 -53,200 -1.72 2.79 01/31/2017
Vanguard Growth Index Inv 2,666,384 0.61 52,318 2.00 0.5 03/31/2017
VA CollegeAmerica Amercn Mutual 529E 2,533,900 0.58 0 0.00 0.69 03/31/2017
Fidelity Spartan® 500 Index Inv 2,497,376 0.57 21,164 0.85 0.24 02/28/2017
Vanguard Capital Opportunity Inv 2,318,786 0.53 0 0.00 1.73 12/31/2016
Franklin Mutual Global Discovery Z 2,149,530 0.49 0 0.00 1.08 03/31/2017
Vanguard Wellington™ Inv 2,311,130 0.53 1,072,650 86.61 0.26 12/31/2016
FlexShares Mstar Glbl Upstrm Nat Res ETF 2,046,095 0.48 4,795 0.23 5.48 04/27/2017
American Funds NVIT Growth-Income II 1,724,985 0.39 -203,000 -10.53 0.77 03/31/2017
Franklin Mutual Shares Z 1,483,490 0.34 0 0.00 1.06 03/31/2017
MFS Value A 1,444,486 0.33 8,944 0.62 0.39 03/31/2017
CREF Stock R1 1,240,850 0.28 14,139 1.15 0.12 02/28/2017
MFS Massachusetts Investors Gr Stk A 1,237,666 0.28 -6,240 -0.50 2.1 03/31/2017