Managers

236 positions · as of June 30, 2026 · Vanguard Index Fds · Schwab Strategic Tr · Dimensional ETF Trust

55 positions · as of June 30, 2026 · Invesco Qqq Tr · Ishares Inc · Sandisk Corp

210 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · American Centy ETF Tr

158 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Ishares U S ETF Tr

113 positions · as of September 30, 2023 · Apple Computer Inc · Alphabet Inc - Class A · Thermo Fisher Scientific Inc

367 positions · as of March 31, 2025 · Ishares Tr · SPDR S&P 500 ETF Tr · Select Sector SPDR Tr

137 positions · as of June 30, 2026 · Vanguard Growth · Vanguard Value · Ishares S&P 500 Growth

35 positions · as of June 30, 2026 · Legend Biotech Corp · Futu Hldgs Ltd · Arrivent Biopharma Inc

17 positions · as of June 30, 2026 · Nu Hldgs Ltd · Mercadolibre Inc · Xp Inc

144 positions · as of September 30, 2026 · Apple Inc · Microsoft Corp · Jpmorgan Chase & Co

279 positions · as of June 30, 2026 · SPDR Series Trust · Apple Inc · Palantir Technologies Inc

169 positions · as of June 30, 2026 · Invesco Qqq Tr · Ishares Tr · Vanguard Index Fds

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

148 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard World Fd

269 positions · as of June 30, 2026 · Curaleaf Holdings Inc · Trulieve Cannabis Corp · Ishares Msci Usa Momentum

154 positions · as of September 30, 2026 · Dimensional ETF Trust · Wisdomtree Tr · Vaneck Merk Gold ETF

37 positions · as of June 30, 2026 · Wyndham Hotels & Resorts Inc · Snowflake Inc · Liberty Media Corp Del

335 positions · as of September 30, 2023 · SPDR S&P 500 ETF Trust · Jp Morgan Usd Ultrashort Income ETF · Ishares Ultra Short-term Bond ETF

125 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · Schwab Strategic Tr

95 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Whitehall Fds

15 positions · as of June 30, 2026 · Compass Inc · Hilton Grand Vacations Inc · Sharkninja Inc

362 positions · as of March 31, 2025 · Ishares Core S&P 500 ETF · Vanguard Total Stock Mkt ETF · Perrigo Co PLC

181 positions · as of June 30, 2026 · Corning Inc · Taiwan Semiconductor M F Spons · Cisco Systems Inc

171 positions · as of June 30, 2026 · J P Morgan Exchange Traded F · Ishares Tr · SPDR Gold Tr