Major Shareholders 

STX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Fidelity® Low-Priced Stock 29,123,200 8.91 -126,800 -0.43 3.65 07/31/2014
Vanguard Mid Cap Index I 5,445,184 1.66 58,629 1.09 0.62 11/30/2014
ClearBridge Aggressive Growth A 6,270,050 1.92 1,220,110 24.16 2.9 09/30/2014
Vanguard Total Stock Mkt Idx 5,175,148 1.58 12,994 0.25 0.09 11/30/2014
SPDR® S&P 500 ETF 3,584,663 1.13 122,061 3.53 0.12 12/19/2014
Vanguard 500 Index Inv 3,492,444 1.07 44,035 1.28 0.12 11/30/2014
VA CollegeAmerica Cap Inc Bldr 529E 3,928,160 1.20 0 0.00 0.25 09/30/2014
Vanguard Institutional Index I 3,315,732 1.01 4,293 0.13 0.12 11/30/2014
iShares Select Dividend 2,886,965 0.91 0 0.00 1.26 12/19/2014
PowerShares QQQ ETF 2,695,915 0.85 -95,080 -3.41 0.46 12/19/2014
First Eagle Fund of America Y 2,799,820 0.86 84,300 3.10 5.41 10/31/2014
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.75 0 0.00 3.83 09/30/2014
CREF Stock 1,589,415 0.49 2,300 0.14 0.08 10/31/2014
Fidelity Spartan® 500 Index Inv 1,474,285 0.45 43,424 3.03 0.11 10/31/2014
T. Rowe Price Value 1,602,500 0.49 -182,500 -10.22 0.42 09/30/2014
JNL/S&P Competitive Advantage B 1,557,593 0.48 112,753 7.80 3.64 09/30/2014
Vanguard Mid-Cap Value ETF 1,263,381 0.39 23,597 1.90 1.24 11/30/2014
JHancock Disciplined Value Mid Cap A 1,237,275 0.38 -247,785 -16.69 0.83 10/31/2014
VA CollegeAmerica New Economy 529F 1,309,397 0.40 0 0.00 0.57 09/30/2014
Technology Select Sector SPDR® ETF 1,089,626 0.34 8,350 0.77 0.55 12/19/2014