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 29,026,300 8.87 -96,900 -0.33 3.93 10/31/2014
ClearBridge Aggressive Growth A 7,020,050 2.15 750,000 11.96 3.45 12/31/2014
Vanguard Mid Cap Index I 5,726,427 1.74 67,913 1.20 0.55 02/28/2015
Vanguard Total Stock Mkt Idx 5,416,670 1.65 60,642 1.13 0.08 02/28/2015
VA CollegeAmerica Cap Inc Bldr 529E 3,928,160 1.20 0 0.00 0.29 12/31/2014
Vanguard 500 Index Inv 3,644,902 1.11 38,593 1.07 0.11 02/28/2015
Vanguard Institutional Index I 3,412,145 1.04 17,622 0.52 0.11 02/28/2015
iShares Select Dividend 3,366,398 0.89 -5,220 -0.15 1.18 03/27/2015
SPDR® S&P 500 ETF 3,335,054 0.88 -48,100 -1.42 0.09 03/27/2015
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.75 0 0.00 4.43 12/31/2014
First Eagle Fund of America Y 2,799,820 0.85 0 0.00 4.5 01/31/2015
PowerShares QQQ ETF 2,588,763 0.68 5,899 0.23 0.35 03/27/2015
Fidelity Spartan® 500 Index Inv 1,543,204 0.47 19,447 1.28 0.11 02/28/2015
Janus Balanced D 1,340,094 0.41 1,340,094 New 0.71 12/31/2014
VA CollegeAmerica New Economy 529F 1,309,397 0.40 0 0.00 0.65 12/31/2014
Vanguard Mid-Cap Value ETF 1,404,680 0.43 55,122 4.08 1.11 02/28/2015
T. Rowe Price Value 1,255,600 0.38 -346,900 -21.65 0.37 12/31/2014
CREF Stock 1,423,991 0.43 -52,900 -3.58 0.07 01/31/2015
JNL/Mellon Cptl JNL 5 B 1,063,458 0.32 -79,436 -6.95 2.04 12/31/2014
Vanguard Value Index Inv 1,127,029 0.34 7,974 0.71 0.18 02/28/2015