Managers

62 positions · as of December 31, 2016 · Stamps Com Inc Com New · Gtt Communications Inc Com · Firstservice Corp New Sub Vtg

63 positions · as of September 30, 2013 · Masonite Intl Corp New · Amedisys Inc · Lamar Advertising Co

112 positions · as of September 30, 2026 · American Centy ETF Tr · Schwab Strategic Tr · J P Morgan Exchange Traded F

6 positions · as of June 30, 2026 · Nu Holdings Limited · Klarna Group PLC · Rocket Companies Inc.

194 positions · as of June 30, 2026 · Equinix Inc · Alphabet Inc · Micron Technology Inc

20 positions · as of June 30, 2026 · Talen Energy Corp · Amazon Com Inc · Carpenter Technology Corp

35 positions · as of December 31, 2020 · Amzn · Aapl · Goog

188 positions · as of June 30, 2026 · Apple Inc · Amphenol Corp Class A · Jpmorgan Chase & Co

137 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · J P Morgan Exchange Traded F

1591 positions · as of June 30, 2026 · Vanguard Total Stock Market ETF · Ishares 0-3 Month Treasury Bond ETF · Vanguard Ftse Developed Markets ETF

1087 positions · as of June 30, 2026 · Ishares Tr · Wisdomtree Tr · SPDR Ser Tr

105 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Nvidia Corporation

55 positions · as of September 30, 2022 · Vanguard Total Stock Market Index ETF · Vanguard Tax-exempt Bond ETF · Ishares S&P Small-cap 600 Value Index ETF

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

1169 positions · as of June 30, 2026 · Vornado Rlty Tr · Ishares Inc · Taiwan Semiconductor Manufac

190 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

149 positions · as of June 30, 2026 · Abivax Sa · Viking Therapeutics Inc · Bristol-myers Squibb Co

233 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Vaneck ETF Trust

140 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Specialized Funds

1135 positions · as of June 30, 2026 · Apple Inc Com · Ishares Core S&P 500 ETF · Microsoft Corp Com

225 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · Dimensional ETF Trust

78 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · Ciena Corp

334 positions · as of June 30, 2026 · Bloom Energy Corp Com Cl A · Microsoft Corp Com · Alphabet Inc Cap Stk Cl A

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