Managers

376 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Apple Inc

21 positions · as of June 30, 2026 · Wms · Hlio · Lfus

89 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Jpmorgan Chase & Co

115 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Vanguard Morningstar Value ETF · Nvidia Corp

233 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

181 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Select Sector SPDR Tr · Global X Fds

231 positions · as of June 30, 2026 · Innovator Etfs Trust · Ishares Tr · ETF Ser Solutions

11 positions · as of September 30, 2021 · Visa Inc · Mastercard Inc · Facebook Inc-a

141 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · SPDR Gold Tr

164 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Index Shs Fds

149 positions · as of September 30, 2023 · Nvidia Corporation · Microsoft Corp · Apple Inc

11 positions · as of June 30, 2026 · Axalta Coating Sys Ltd · Te Connectivity PLC · Harley Davidson Inc

130 positions · as of June 30, 2026 · Hubbell Inc · Ishares · Corning Inc

17 positions · as of June 30, 2026 · Sonida Senior Living Inc · Compass Inc · Centuri Holdings Inc

174 positions · as of September 30, 2026 · Nvidia Corporation · Micron Technology Inc · Apple Inc

136 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Charlotte Fds

291 positions · as of September 30, 2024 · SPDR Portfolio S&P 500 ETF · Ishares S&P 500 Growth ETF · Ishares Russell 1000 Growth ETF

457 positions · as of September 30, 2026 · Nvidia Corporation · Amazon Com Inc · Meta Platforms Inc

219 positions · as of December 31, 2022 · Ishares Tr · Apple Inc · Microsoft Corp

281 positions · as of March 31, 2026 · Astrazeneca PLC · Alphabet Inc · Microsoft Corp

165 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · Select Sector SPDR Tr · Ishares Tr

121 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Series Trust

211 positions · as of June 30, 2020 · Vanguard Short-term Bond ETF · Ishares 20 Plus Year Treasury Bond ETF · Ishares Russell 1000 Growth Index

274 positions · as of September 30, 2026 · Nvidia Corporation · Alphabet Inc · Microsoft Corp