Managers

194 positions · as of September 30, 2026 · Ishares Tr · Listed Fds Tr · Schwab Strategic Tr

179 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard World Fd · Angel Oak Funds Trust

148 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Dimensional ETF Trust

107 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Tax-managed Fds

81 positions · as of March 31, 2019 · Vanguard Index Fds · Vanguard Intl Equity Index F · Vanguard Bd Index Fd Inc

2000 positions · as of September 30, 2026 · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · Jpmorgan U.s. Quality Factor ETF · Jpmorgan Core Plus Bond ETF

309 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Schwab Strategic Tr

292 positions · as of June 30, 2026 · Ishares Tr · Fidelity Covington Trust · Blackrock ETF Trust Ii

2 positions · as of December 31, 2021 · Digitalocean Hldgs Inc · Outbrain Inc

321 positions · as of June 30, 2026 · Ea Series Trust · Ishares Tr · Schwab Strategic Tr

264 positions · as of September 30, 2021 · Ishares Tr · Vanguard Scottsdale Fds · Invesco Activly Mangd Etc Fd

148 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · SPDR Series Trust

236 positions · as of June 30, 2026 · Cantor Equity Partners Iv In · Air Global PLC · D. Boral Arc Acq I Corp.

3 positions · as of June 30, 2026 · Space Exploration Techn Corp · Sky Harbour Group Corporatio · Blend Labs Inc

54 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Tax-managed Fds

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

297 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Mun Bd Fds · Vanguard Star Fds

136 positions · as of September 30, 2026 · Ishares Tr · Vanguard World Fd · Invesco Qqq Tr

44 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · SPDR Series Trust

394 positions · as of June 30, 2026 · Intercorp Financial Services Inc · Blue Bird Corp · Exelixis Inc

65 positions · as of September 30, 2026 · Marvell Technology Inc · Amazon.com Inc · Lam Research Corp

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

223 positions · as of June 30, 2026 · Mako Mng Corp · State Str SPDR S&P 500 ETF T · Acm Resh Inc

87 positions · as of December 31, 2021 · Willscot Mobile Mini Holdings · Asgn Inc · Onto Innovation Inc