Managers

92 positions · as of June 30, 2026 · ETF Ser Solutions · Ishares Tr · Select Sector SPDR Tr

47 positions · as of September 30, 2026 · Vanguard Instl Index Fd · Broadcom Inc · Palo Alto Networks Inc

11 positions · as of June 30, 2026 · Sonos Inc · Builders Firstsource, Inc. · Herc Holdings Inc.

23 positions · as of September 30, 2026 · Microsoft Corp · Alphabet Inc · Apple Inc

36 positions · as of June 30, 2026 · Capital Group Dividend Value · Capital Group Growth ETF · Capital Group Gbl Growth Eqt

27 positions · as of June 30, 2026 · SPDR Series Trust · SPDR Index Shs Fds · Bny Mellon ETF Trust

1668 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Direxion Shares ETF Trust

231 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · Fidelity Merrimack Str Tr

147 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Innovator Etfs Trust · Ishares Tr

323 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Northern Lts Fd Tr Iii

499 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Blackrock ETF Trust

600 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · Apple Inc

405 positions · as of March 31, 2025 · Ishares Tr · Schwab Strategic Tr · Vanguard Index Fds

599 positions · as of June 30, 2026 · Microsoft Corp · Goldman Sachs Group Inc · Eaton Corp PLC

7 positions · as of June 30, 2026 · Aercap Holdings Nv · Shell PLC · Alcon Ag

19 positions · as of March 31, 2018 · Berkshire Hathaway Inc Del · Jpmorgan Chase & Co · Cisco Sys Inc

153 positions · as of June 30, 2026 · Apple · Palantir Technologies · SPDR S & P 500 Index

182 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard World Fd · Vanguard Bd Index Fds

78 positions · as of September 30, 2026 · Lilly Eli & Co Com · Apple Inc · Alphabet Inc Class A

698 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · State Str SPDR S&P 500 ETF T

310 positions · as of September 30, 2026 · Ishares Core S&P Us Value ETF · State Street SPDR S&P 500 Growth ETF · Schwab Fundamental Intl Equity ETF

106 positions · as of June 30, 2026 · Nlight, Inc. · Vicor Corporation · 908 Devices, Inc.

279 positions · as of June 30, 2026 · Eli Lilly & Co · Ishares Tr · Wisdomtree Tr

196 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr