Major Shareholders  

BOX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
First Trust Dow Jones Internet Fund 4,786,942 3.34 56,788 1.20 1.27 01/31/2019
Vanguard Total Stock Market Index Fund 3,559,746 2.48 155,872 4.58 0.01 01/31/2019
Vanguard Small Cap Index 3,277,815 2.29 -2,940 -0.09 0.08 01/31/2019
Vanguard Extended Market Index Fund 1,997,181 1.39 38,332 1.96 0.06 01/31/2019
Vanguard Small Cap Growth Index Fund 1,840,114 1.28 -11,034 -0.60 0.17 01/31/2019
Fidelity Global Technology Fund 1,508,959 1.05 621,391 70.01 0.73 12/31/2018
Vanguard Strategic Equity Fund 1,203,228 0.84 111,646 10.23 0.32 12/31/2018
Artisan Mid Cap Fund 1,145,192 0.80 -1,258,141 -52.35 0.45 12/31/2018
ClearBridge Mid Cap Fund 1,100,000 0.77 190,000 20.88 1.06 12/31/2018
iShares Russell 2000 Growth ETF 1,074,796 0.75 4,272 0.40 0.26 01/31/2019