Managers

447 positions · as of September 30, 2026 · Alphabet Inc. · Microsoft Corporation · Zebra Technologies Corp

131 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · State Str SPDR S&P 500 ETF T

176 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Invesco Exch Traded Fd Tr Ii

423 positions · as of June 30, 2026 · Jp Morgan ETF Trust Betabuilders Msci Usreit ETF · Nvidia Corp Com · Apple Inc Com

32 positions · as of June 30, 2026 · Norwegian Cruise Line Hldgs · Carnival Corp Ltd · Meta Platforms Inc

5 positions · as of June 30, 2026 · Waystar Hldg Corp · Pharvaris N V · Oculis Holding Ag

182 positions · as of September 30, 2026 · Ishares Tr · Innovator Etfs Trust · J P Morgan Exchange Traded F

116 positions · as of September 30, 2026 · SPDR Series Trust · J P Morgan Exchange Traded F · SPDR Index Shs Fds

177 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Invesco Exchange Traded Fd T

111 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Scottsdale Fds · Ishares Tr

137 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Apple Inc · Vanguard Index Fds

140 positions · as of September 30, 2026 · Eli Lilly & Co · Johnson & Johnson · Apple Inc

200 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr

10 positions · as of December 31, 2022 · Wework Inc · Symbotic Inc · Berkshire Grey Inc

139 positions · as of September 30, 2026 · Alphabet Inc · J P Morgan Exchange Traded F · Advanced Micro Devices Inc

149 positions · as of June 30, 2026 · Ishares Tr · Vanguard Intl Equity Index F · Vanguard Index Fds

224 positions · as of September 30, 2026 · Invesco Exch Trd Slf Idx Fd · Alphabet Inc · Apple Inc

218 positions · as of March 31, 2016 · Microsoft Corp · Apple Inc · Johnson & Johnson

48 positions · as of September 30, 2026 · Ea Series Trust · Ishares Tr · Abrdn Precious Metals Basket

272 positions · as of June 30, 2026 · Ishares Tr · Ea Series Trust · Vanguard Specialized Funds

50 positions · as of September 30, 2026 · Exxon Mobil Corporation · Chevron Corporation · Conocophillips

179 positions · as of September 30, 2026 · Apple Incorporated · Berkshire Hathaway Incorporated Del Class B New · Microsoft Corporation

166 positions · as of June 30, 2026 · Apple Inc · Ww Grainger Inc · Microsoft Corp

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