Managers

131 positions · as of December 31, 2024 · SPDR Ser Tr · Schwab Strategic Tr · Ishares Tr

344 positions · as of June 30, 2026 · Ishares Tr · SPDR Index Shs Fds · SPDR Series Trust

346 positions · as of June 30, 2026 · Lumentum Hldgs Inc · Echostar Corp · Alibaba Group Hldg Ltd

149 positions · as of September 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · Vanguard Scottsdale Fds

64 positions · as of June 30, 2026 · Nvidia Corporation · Lam Research Corp · Eli Lilly & Co

507 positions · as of June 30, 2026 · Alphabet Inc · Apple Inc · Invesco Qqq Tr

139 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · SPDR Series Trust

79 positions · as of June 30, 2026 · Exxon Mobil Corp · Devon Energy Corp New · Permian Resources Corp

2440 positions · as of September 30, 2026 · Ishares Tr · Dimensional ETF Trust · SPDR Series Trust

229 positions · as of June 30, 2026 · Ishares Tr · John Hancock Exchange Traded · Vanguard Tax-managed Fds

504 positions · as of June 30, 2017 · Ishares Tr · Ishares Inc · Vanguard Index Fds

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

61 positions · as of June 30, 2026 · Waste Connections Inc · Pembina Pipeline Corp · Nvidia Corporation

12 positions · as of December 31, 2025 · Molina Healthcare Inc · Centene Corp Del · Elevance Health Inc

141 positions · as of December 31, 2023 · Koppers Holdings Inc · Hibbett Inc · Dycom Inds Inc

1314 positions · as of September 30, 2026 · Nvidia Corp · Crowdstrike Holdings Inc Cl A · Apple Inc

2 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Exchange Traded Fd T

224 positions · as of June 30, 2026 · Invesco Qqq Tr Unit Ser 1 · Vanguard Index Fds S&P 500 ETF Shs · State Str SPDR S&P 500 ETF T Tr Unit

111 positions · as of March 31, 2016 · Ciena Corp 0.875 06-15-17 · Nuance Communications 2.75 11- · Tivo Inc 2.0 10-01-21

27 positions · as of June 30, 2026 · Gh Research PLC · Cullinan Therapeutics Inc · Stoke Therapeutics Inc

473 positions · as of September 30, 2026 · Nvidia Corporation · Berkshire Hathaway Inc Del · Apple Inc

110 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Scottsdale Fds · Vanguard Index Fds

172 positions · as of June 30, 2026 · Alphabet Inc · Berkshire Hathaway Inc Del · Microsoft Corp

322 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · J P Morgan Exchange Traded F