Major Shareholders 

WMT

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 28,431,364 0.88 342,117 1.22 0.58 03/31/2015
Dodge & Cox Stock 18,880,350 0.59 225,000 1.21 2.61 03/31/2015
Vanguard 500 Index Inv 17,752,571 0.55 161,300 0.92 0.71 03/31/2015
Vanguard Institutional Index I 16,646,159 0.52 179,600 1.09 0.71 03/31/2015
SPDR® S&P 500 ETF 14,834,355 0.46 -331,970 -2.19 0.67 04/30/2015
Vanguard Windsor™ II Inv 11,691,105 0.36 -223,600 -1.88 1.99 12/31/2014
Vanguard Dividend Appreciation ETF 12,133,323 0.38 -234,207 -1.89 3.99 03/31/2015
Vanguard Wellington™ Inv 8,658,410 0.27 680,510 8.53 0.84 12/31/2014
Fidelity Spartan® 500 Index Inv 7,503,170 0.23 55,162 0.74 0.69 03/31/2015
Vanguard Dividend Growth Inv 6,910,322 0.21 -947,889 -12.06 2.53 12/31/2014
Consumer Staples Select Sector SPDR® ETF 6,879,727 0.21 -40,945 -0.59 6.97 04/30/2015
SSgA S&P 500 Index Strategy 6,164,262 0.19 3,094,376 100.80 0.72 12/31/2014
Vanguard Value Index Inv 5,899,132 0.18 55,220 0.94 1.29 03/31/2015
AZ InvestEd Ivy Asset Strategy E 5,389,758 0.17 156,900 3.00 1.76 03/31/2015
Franklin Rising Dividends Fund A 4,492,864 0.14 0 0.00 2.13 03/31/2015
SPDR® Dow Jones Industrial Average ETF 4,300,874 0.13 -39,960 -0.92 2.92 04/30/2015
American Century Equity Income Inv 3,799,622 0.12 -739,600 -16.29 3.21 12/31/2014
American Century U.S. Value Yield 3,799,622 0.12 -739,600 -16.29 3.31 12/31/2014
Vanguard Equity-Income Inv 3,313,792 0.10 -168,000 -4.83 1.51 12/31/2014
iShares Russell 1000 Value 3,595,379 0.11 0 0.00 1.08 04/30/2015