Managers

219 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Nvidia Corporation

224 positions · as of June 30, 2026 · Capital Grp Fixed Incm ETF T · T Rowe Price Exchange-traded · Vanguard Index Fds

41 positions · as of June 30, 2026 · Ishares Inc · Select Sector SPDR Tr · Ishares Tr

57 positions · as of June 30, 2026 · Ishares Core S&P Total U.s. · Ea Series Rockcreek Global Equalit · Invesco Sp 500 Equal Weighted ETF

4 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Vanguard Index Fds · Berkshire Hathaway Inc Del

3231 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Malvern Fds · American Centy ETF Tr

647 positions · as of March 31, 2020 · Microsoft Corp · Apple Inc · Amazon Com Inc

318 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Inc · Apple Inc

26 positions · as of March 31, 2024 · Ishares Tr · SPDR S&P 500 ETF Tr · Schwab Strategic Tr

1479 positions · as of September 30, 2026 · Nvidia Corporation Com · Apple Inc Com · Alphabet Inc Cap Stk Cl C

747 positions · as of June 30, 2014 · Apple Inc · Cbs Corp Cl B · Borg Warner Inc Com

228 positions · as of September 30, 2026 · Apple Inc · Nvidia Corporation · Microsoft Corp

408 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Invesco Exchange Traded Fd T

72 positions · as of June 30, 2026 · Vanguard Intl Equity Index F · Vanguard Index Fds · Vanguard Bd Index Fds

227 positions · as of September 30, 2026 · Select Sector SPDR Tr · Neos ETF Trust · SPDR Series Trust

87 positions · as of March 31, 2025 · Apple Inc · Microsoft Corp · Jpmorgan Chase & Co.

331 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Abbvie Inc

225 positions · as of June 30, 2026 · Alphabet Inc · Berkshire Hathaway Inc Del · Cnx Resources Corporation

2794 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

94 positions · as of September 30, 2026 · J P Morgan Exchange Trades F · Calumet Inc · Occidental Petrol Corp

443 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del Cl B New · Ishares 0-3 Month Treasury Bond ETF · Agnico Eagle Mines Ltd Com

200 positions · as of June 30, 2026 · Apple Inc · Cisco Sys Inc · Microsoft Corp

291 positions · as of June 30, 2021 · Vanguard Index Fds · Ishares Tr · Coca Cola Co

191 positions · as of December 31, 2019 · Chipotle Mexican Grill Inc · Tiffany & Co New · Ally Finl Inc