Managers

307 positions · as of June 30, 2026 · Vanguard Index Fds · Apple Inc · Alphabet Inc

6 positions · as of June 30, 2026 · Nu Holdings Ltd. (nu) · Mercadolibre, Inc. (meli) · Invesco Qqq Tr

219 positions · as of September 30, 2022 · Berkshire Hathaway Cl B · Schwab Fundamental Intl Lg Co ETF · Berkshire Hathaway

61 positions · as of June 30, 2026 · Vanguard Ftse Developed Market ETF · Micron Technology Inc. · Alphabet Inc. Class C

120 positions · as of June 30, 2026 · SPDR S&P 500 ETF Tr · Ishares Tr · SPDR S&P Midcap 400 ETF Tr

19 positions · as of June 30, 2026 · Johnson & Johnson · Vertex Pharmaceuticals Inc · Eli Lilly & Co

1 positions · as of June 30, 2026 · Wolfspeed Inc

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

133 positions · as of September 30, 2026 · American Centy ETF Tr · Invesco Qqq Tr · Ishares Tr

328 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · State Str SPDR S&P 500 ETF T

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

9 positions · as of June 30, 2026 · Stubhub Holdings, Inc. · Xanadu Quantum Technologies Ltd · Hinge Health, Inc.

296 positions · as of June 30, 2026 · Ishares Tr · Strategy Inc · State Str SPDR S&P 500 ETF T

204 positions · as of June 30, 2026 · Schwab Strategic Tr · American Centy ETF Tr · Apple Inc

426 positions · as of September 30, 2016 · SPDR Bbg Barc St Intl Treas · Ishares Msci Emerging Market · SPDR Bbg Barc Intl Treasury

259 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · ETF Ser Solutions

86 positions · as of June 30, 2026 · Ishares J.p. Morgan Usd Emergi · Ishares Broad Usd High Yield C · Ishares Global REIT ETF

72 positions · as of June 30, 2026 · Select Sector SPDR Tr · Ishares Tr · Invesco Qqq Tr

113 positions · as of September 30, 2026 · Everpure Inc · Monolithic Pwr Sys Inc · Federal Signal Corp

315 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Nvidia Corporation

73 positions · as of September 30, 2026 · Jpmorgan Chase & Co. · Alphabet Inc., Class C · Microsoft Corporation

176 positions · as of September 30, 2026 · Invesco Nasdaq 100 ETF · Fidelity Enhanced International ETF · Schwab Fundamental U.s. Large Company ETF

227 positions · as of September 30, 2026 · Vanguard Index Fds · Schwab Strategic Tr · Vanguard Whitehall Fds

322 positions · as of March 31, 2017 · Apple Inc · Exxon Mobil Corp · International Business Machs