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 10,037,914 2.29 149,082 1.51 0.2 05/31/2017
Vanguard 500 Index Inv 6,839,958 1.56 100,764 1.50 0.25 05/31/2017
Vanguard PRIMECAP Inv 5,900,125 1.34 0 0.00 1.28 03/31/2017
SPDR® S&P 500 ETF 5,027,308 1.14 -34,680 -0.69 0.24 06/23/2017
Vanguard Institutional Index I 4,812,782 1.10 11,815 0.25 0.25 05/31/2017
VA CollegeAmerica WA Mutual 529B 3,493,900 0.80 0 0.00 0.47 03/31/2017
Davis NY Venture A 3,033,113 0.69 -53,200 -1.72 2.79 01/31/2017
Vanguard Growth Index Inv 2,720,314 0.62 28,525 1.06 0.49 05/31/2017
Materials Select Sector SPDR® ETF 2,721,184 0.62 11,952 0.44 8.62 06/23/2017
Fidelity Spartan® 500 Index Inv 2,531,639 0.58 -9,116 -0.36 0.25 04/30/2017
VA CollegeAmerica Amercn Mutual 529E 2,533,900 0.58 0 0.00 0.69 03/31/2017
Vanguard Wellington™ Inv 2,330,175 0.53 19,045 0.82 0.27 03/31/2017
Vanguard Capital Opportunity Inv 2,318,786 0.53 0 0.00 1.71 03/31/2017
FlexShares Mstar Glbl Upstrm Nat Res ETF 2,105,352 0.48 -3,610 -0.17 5.96 06/23/2017
Franklin Mutual Global Discovery Z 2,149,530 0.49 0 0.00 1.08 03/31/2017
American Funds NVIT Growth-Income II 1,724,985 0.39 -203,000 -10.53 0.77 03/31/2017
MFS Value A 1,444,486 0.33 0 0.00 0.4 05/31/2017
Franklin Mutual Shares Z 1,483,490 0.34 0 0.00 1.06 03/31/2017
GMO Quality III 1,352,515 0.31 0 0.00 1.78 02/28/2017
MFS Massachusetts Investors Gr Stk A 1,231,913 0.28 -5,753 -0.46 2.07 05/31/2017