Major Shareholders  

RMBS

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
iShares Core S&P Small-Cap ETF 6,395,357 5.81 2,280 0.04 0.16 03/29/2019
Vanguard Small Cap Index 2,813,609 2.56 7,913 0.28 0.03 03/31/2019
Vanguard Total Stock Market Index Fund 2,447,010 2.22 1,845,843 307.04 0 03/31/2019
iShares Russell 2000 ETF 2,303,035 2.09 -4,896 -0.21 0.06 03/29/2019
iShares S&P Small-Cap 600 Value ETF 1,848,041 1.68 0 0.00 0.31 03/29/2019
Vanguard Small Cap Value Index Fund 1,824,824 1.66 52,946 2.99 0.06 03/31/2019
Vanguard Extended Market Index Fund 1,527,467 1.39 1,134 0.07 0.02 03/31/2019
JPMorgan US Small Company Fund 1,521,800 1.38 -38,600 -2.47 1.03 02/28/2019
JPMorgan Small Cap Value Fund 1,279,300 1.16 0 0.00 0.79 02/28/2019
DFA US Small Cap Portfolio 1,263,823 1.15 10,799 0.86 0.07 02/28/2019