Managers

227 positions · as of June 30, 2026 · Nvidia Corp · Apple Inc · Alphabet Inc

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

46 positions · as of September 30, 2020 · Meritage Home Corp. · D R Horton Inc · Lennar Corp

217 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation

337 positions · as of June 30, 2026 · Ishares Tr · SPDR Index Shs Fds · Fidelity Covington Trust

512 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · SPDR Index Shs Fds

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

86 positions · as of September 30, 2026 · Popular Inc · Jazz Pharmaceuticals PLC · Smurfit Westrock PLC

388 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · Dfa Invt Dimensions Group In

533 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Blackrock ETF Trust

30 positions · as of June 30, 2026 · Alphabet Inc Cap Stk Cl C · Taiwan Semiconductor Mfg Co Sp · Microsoft Corp Com

250 positions · as of June 30, 2026 · SPDR Series Trust · Invesco Exch Trd Slf Idx Fd · Invesco Exch Traded Fd Tr Ii

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

26 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Ishares Inc

321 positions · as of June 30, 2026 · Dfa Dimensional Glbl Sustainability Fx Inc ETF · Vert Global Sustainable Real Estate ETF · Nuveen Esg Small-cap ETF

474 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Precigen Inc · Invesco Exch Traded Fd Tr Ii

347 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · Microsoft Corp

544 positions · as of June 30, 2026 · Ishares Tr · Wisdomtree Tr · ETF Ser Solutions

155 positions · as of June 30, 2026 · Apple · Mastercard · Tjx Companies

48 positions · as of September 30, 2022 · Farfetch Ltd · Verint Systems Inc · Inmode Ltd

207 positions · as of March 31, 2025 · American Centy ETF Tr · Ishares Tr · Vanguard Tax-managed Fds

43 positions · as of September 30, 2013 · Chemtura Corp. · T-mobile Us Inc. · 21st Century Fox - Class A

244 positions · as of June 30, 2026 · Ishares Core U.s. Aggregate Bond ETF · Schwab International Equity ETF · Vanguard Morningstar Value ETF

128 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Invesco Exch Trd Slf Idx Fd