Managers

28 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Advanced Micro Devices Inc · Astera Labs Inc

493 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Capital Group Dividend Value

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

53 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Vanguard World Fd

10 positions · as of June 30, 2026 · Amazon Com Inc · Alphabet Inc · Mercadolibre Inc

26 positions · as of September 30, 2026 · The Cigna Group · Godaddy Inc · Universal Hlth Svcs Inc

305 positions · as of December 31, 2025 · Midwestone Finl Group Inc Ne · Ishares Tr · Vanguard Scottsdale Fds

22 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Inc · Asml Hldg Nv

8 positions · as of June 30, 2026 · Hilton Grand Vacations Inc · Agilon Health Inc · Schwab Charles Corp

331 positions · as of June 30, 2026 · Ishares Tr · American Centy ETF Tr · Vanguard Mun Bd Fds

1896 positions · as of September 30, 2026 · Schwab Strategic Tr · Dfa Invt Dimensions Group In · Pimco Equity Ser

40 positions · as of September 30, 2026 · Taiwan Semiconductor Manufac · Credicorp Ltd · Eldorado Gold Corp New

79 positions · as of June 30, 2026 · Xp Inc - Class A · Latam Airlines Group-sp ADR · Transport Gas Sur B ADR

599 positions · as of September 30, 2026 · Apple Inc Com · Alphabet Inc Cap Stk Cl A · City Hldg Co Com

59 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Ishares Inc

642 positions · as of September 30, 2026 · S&P 500 Tr Uts Unit 1 Ser · Microsoft Corp · Apple Incorporated

2 positions · as of June 30, 2026 · Resideo Technologies, Inc. · Agilon Health, Inc.

162 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Pimco ETF Tr

242 positions · as of June 30, 2026 · Microsoft Corp · Schwab Strategic Tr · Ishares Tr

60 positions · as of June 30, 2026 · Alphabet Inc · Nvidia Corporation · Taiwan Semiconductor Manufac

230 positions · as of September 30, 2018 · Ishares Tr · Vanguard World Fds · Vanguard Intl Equity Index F

243 positions · as of September 30, 2021 · Ishares Tr · Invesco Exchange Traded Fd T · Pacer Fds Tr

1047 positions · as of September 30, 2026 · Ishares Tr · Dimensional ETF Trust · Ishares Inc

424 positions · as of September 30, 2026 · American Centy ETF Tr · Goldman Sachs ETF Tr · J P Morgan Exchange Traded F