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 27,705,000 9.35 157,300 0.57 2.14 01/31/2016
ClearBridge Aggressive Growth A 10,624,511 3.58 0 0.00 2.92 03/31/2016
Vanguard Mid Cap Index I 6,437,264 2.17 14,733 0.23 0.33 03/31/2016
Vanguard Total Stock Mkt Idx 5,734,879 1.93 28,340 0.50 0.05 03/31/2016
VA CollegeAmerica Cap Inc Bldr 529E 3,928,160 1.33 0 0.00 0.14 03/31/2016
Vanguard 500 Index Inv 3,733,274 1.26 12,706 0.34 0.06 03/31/2016
iShares Select Dividend 5,886,593 1.81 3,292 0.06 0.81 05/05/2016
Vanguard Institutional Index I 3,276,701 1.11 4,900 0.15 0.06 03/31/2016
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.83 0 0.00 2.75 03/31/2016
First Eagle Fund of America Y 2,588,550 0.87 0 0.00 2.49 02/29/2016
Vanguard Mid-Cap Value ETF 1,728,323 0.58 50,569 3.01 0.62 03/31/2016
SPDR® S&P 500 ETF 2,955,650 0.91 -9,295 -0.31 0.03 05/05/2016
Fidelity Spartan® 500 Index Inv 1,525,082 0.51 6,718 0.44 0.06 03/31/2016
Fidelity® Series Intrinsic Oppos F 1,700,000 0.57 400,000 30.77 0.83 01/31/2016
Columbia Dividend Opportunity A 1,394,988 0.47 0 0.00 1.06 03/31/2016
VA CollegeAmerica New Economy 529F 1,309,397 0.44 0 0.00 0.32 03/31/2016
Vanguard Value Index Inv 1,195,121 0.40 18,632 1.58 0.1 03/31/2016
PowerShares QQQ ETF 2,042,062 0.60 2,512 0.12 0.11 05/08/2016
JHancock Classic Value A 1,162,886 0.39 0 0.00 2.04 02/29/2016
Dreyfus Opportunistic Midcap Value A 961,759 0.32 -25,748 -2.61 2.23 03/31/2016