Managers

171 positions · as of September 30, 2024 · Ishares Tr · Vanguard Scottsdale Fds · SPDR S&P 500 ETF Tr

166 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Vanguard Index Fds · Apple Inc

175 positions · as of June 30, 2026 · Welltower Inc. · Equinix, Inc. · Prologis, Inc.

25 positions · as of June 30, 2025 · SPDR S&P 500 ETF Tr · Zimmer Biomet Holdings Inc · Baxter Intl Inc

309 positions · as of June 30, 2026 · Eli Lilly & Co · Dimensional ETF Trust · Ishares Tr

34 positions · as of December 31, 2021 · Vanguard World Fd · World Gold Tr · Ishares Tr

27 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Corpay Inc · Taiwan Semiconductor Manufac

417 positions · as of June 30, 2023 · Ishares Core Msci Eafe ETF · Ishares Core S&P 500 ETF · Vanguard Mid-cap ETF

417 positions · as of June 30, 2023 · Ishares Core Msci Eafe ETF · Ishares Core S&P 500 ETF · Vanguard Mid-cap ETF

1 positions · as of June 30, 2026 · Kaspi Kz Jsc

333 positions · as of September 30, 2022 · Paccar Inc · Microsoft Corp · Apple Inc

1050 positions · as of September 30, 2026 · Goldman Sachs Actvbeta Us Lrg ETF · Dimensional Intern Core Eqt Mkt ETF · Goldman Sachs Actvbt International Equity ETF

71 positions · as of June 30, 2013 · Ca Technologies · Valeant Pharmaceuticals Intern · Universal Health Services Inc.

274 positions · as of June 30, 2026 · Ishares Tr · Microsoft Corp · Nvidia Corporation

23 positions · as of September 30, 2026 · Alphabet Inc · Moderna Inc · Meta Platforms Inc

84 positions · as of June 30, 2026 · Dimensional ETF Trust · Deere & Co · Apple Inc

111 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · SPDR Series Trust

99 positions · as of June 30, 2026 · United Health Group Inc · Cvs Health Corp · Astrazeneca PLC

61 positions · as of December 31, 2025 · Anywhere Real Estate Inc · Enviri Corp · Ugi Corp New

51 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Inc · Amphenol Corp

89 positions · as of March 31, 2026 · Western Digital Corp · Warner Bros Discovery Inc · Advanced Energy Inds

460 positions · as of March 31, 2019 · Ishares Tr · Schwab Strategic Tr · Vanguard Intl Equity Index F

112 positions · as of September 30, 2026 · Vanguard Short-term Bond ETF · Vanguard Short-term Inflation-protected Securities ETF · Vanguard Intermediate-term Bond ETF

724 positions · as of June 30, 2025 · Applovin Corp · Meta Platforms Inc · Coinbase Global Inc