Managers

232 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

77 positions · as of June 30, 2026 · Invesco Qqq Tr · SPDR S&P 500 ETF Tr · Ishares Tr

915 positions · as of September 30, 2026 · Ishares Trust Ishares 0-1 Year Treasury Bond ETF · Vanguard Total Bond Market ETF · Vanguard Morningstar Growth ETF

576 positions · as of March 31, 2022 · Apple Inc · Alphabet Inc Cap Stk · Microsoft Corp Com

141 positions · as of June 30, 2026 · Ishares Tr · SPDR Index Shs Fds · J P Morgan Exchange Traded F

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

229 positions · as of December 31, 2020 · Schwab Strategic Tr · Vanguard Star Fds · Ishares Tr

148 positions · as of December 31, 2024 · Broadcom Inc · Ishares Tr · Vanguard Scottsdale Fds

39 positions · as of June 30, 2026 · Ishares Tr · Ssga Active ETF Tr · Vanguard Index Fds

47 positions · as of June 30, 2026 · Micron Technology Inc · Berkshire Hathaway Inc Del · Invesco Qqq Tr

108 positions · as of September 30, 2026 · Schwab Strategic Tr · Select Sector SPDR Tr · Ishares Tr

6 positions · as of June 30, 2026 · Vanguard Scottsdale Fds · Vanguard · Blackrock, Inc.

309 positions · as of June 30, 2026 · Apple Inc · Alphabet Inc Cl C · Jpmorgan Chase & Co

170 positions · as of June 30, 2026 · Vanguard Total U.s. Stock Market Index Fund · Vanguard Value Index Fund · Vanguard REIT Index Fund

222 positions · as of September 30, 2026 · SPDR Series Trust · Fidelity Covington Trust · Goldman Sachs ETF Tr

918 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

141 positions · as of September 30, 2026 · Williams Cos Inc/the · Broadcom Inc · Chevron Corp

89 positions · as of June 30, 2026 · Home Depot Inc · Nxp Semiconductors N V · Tapestry Inc

109 positions · as of September 30, 2026 · Dimensional ETF Trust · SPDR Series Trust · American Centy ETF Tr

481 positions · as of June 30, 2026 · Bank Nova Scotia B C · Enbridge Inc · Ishares Tr

115 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · American Centy ETF Tr

404 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Invesco Exchange Traded Fd T

7 positions · as of June 30, 2026 · Elevance Health Inc · Arch Capital Group Ltd · Aercap Holdings Nv

3 positions · as of December 31, 2025 · Diamondback Energy, Inc. · Devon Energy Corp New · Permian Resources