Managers

215 positions · as of December 31, 2015 · United Parcel Srvc Class B · Abbvie Inc · General Electric Co

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

134 positions · as of June 30, 2026 · Invesco Qqq Trust · Vanguard Dividend Appreciation ETF · American Century Quality Diversified International ETF

154 positions · as of June 30, 2026 · Nuveen Global High Income Fd Shs · Blackrock Corpor Hi Yld Fd Inc Com · Cohen & Steers Infrastructure Com

231 positions · as of March 31, 2019 · Schwab Strategic Tr · Vanguard Bd Index Fd Inc · Vanguard Tax Managed Intl Fd

157 positions · as of June 30, 2026 · Vanguard World Fd · Vaneck ETF Trust · Janus Detroit Str Tr

86 positions · as of June 30, 2026 · Ge Vernova Inc · Taiwan Semiconductor Manufac · Amazon Com Inc

540 positions · as of June 30, 2026 · Coreweave Inc · Vanguard Intl Equity Index F · Nvidia Corporation

13 positions · as of September 30, 2026 · Cameco Corp · X-energy Inc · Global X Fds

79 positions · as of June 30, 2026 · Microsoft Corp · Markel Group Inc · Amazon Com Inc

245 positions · as of September 30, 2026 · Space Exploration Techn Corp · Ishares Tr · Parker-hannifin Corp

245 positions · as of September 30, 2026 · Space Exploration Techn Corp · Ishares Tr · Parker-hannifin Corp

435 positions · as of June 30, 2026 · Wisdomtree Us Quality Dividend Growth Fund · Franklin International Core Dividend Tilt Index Fund · Freedom 100 Emerging Markets ETF

339 positions · as of June 30, 2026 · Northern Lts Fd Tr Iv · ETF Opportunities Trust · Ishares Tr

145 positions · as of September 30, 2017 · Stratasys Ltd · Amazon.com Inc · Athenahealth Inc

220 positions · as of June 30, 2026 · Ishares Tr · Old Dominion Freight Line In · Apple Inc

429 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · SPDR Series Trust

7 positions · as of June 30, 2026 · Micron Technology Inc · Intel Corp · Marvell Technology Inc

117 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Janus Detroit Str Tr

89 positions · as of June 30, 2026 · Alphabet Inc · Apple Inc · Nvidia Corporation

49 positions · as of June 30, 2026 · Berkshire Hath B · Alphabet, Inc · Wells Fargo

355 positions · as of March 31, 2019 · Ishares S&P 500 Index Fund - ETF · Federated Short Term Income Fd. #65 · T. Rowe Price Mid-cap Growth Fd #64

131 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · J P Morgan Exchange Traded F

208 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Bd Index Fds