Managers

100 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Amazon.com Inc Cmn · Microsoft Corporation Cmn

57 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Microsoft Corp

98 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Palantir Technologies Inc

154 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Pimco ETF Tr

147 positions · as of June 30, 2026 · Bny Mellon ETF Trust · State Str SPDR S&P 500 ETF T · J P Morgan Exchange Traded F

267 positions · as of June 30, 2026 · Apple · Schwab Fundemental Us Small Company ETF · Microsoft

164 positions · as of September 30, 2026 · Union Pac Corp · Alphabet Inc · General Mtrs Co

246 positions · as of June 30, 2026 · Apple Inc Com · Ishares 0-3 Month Treasury Bond ETF · Alphabet Inc Cap Stk Cl A

15 positions · as of September 30, 2026 · Protagonist Therapeutics Inc · Nanobiotix · Meiragtx Hldgs PLC

259 positions · as of March 31, 2020 · Procter & Gamble Co · Apple Inc · Microsoft Corp

1446 positions · as of June 30, 2026 · State Street · Ishares Core · Vanguard Total

333 positions · as of June 30, 2026 · Apple Inc · Ishares Tr · Ishares Gold Tr

193 positions · as of June 30, 2026 · Hershey Co/the · Jazz Pharmaceuticals PLC · SPDR Bloomberg Barclays Invest

50 positions · as of September 30, 2022 · Consol Energy Inc. · Signet Jewelers Limited · Antero Resources Corporation

252 positions · as of March 31, 2015 · Cvs Health Corp · Pfizer Inc · Oracle Corp

205 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · SPDR Series Trust

2608 positions · as of June 30, 2026 · Apple Inc · Dimensional ETF Trust · Innovator Etfs Trust

453 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · First Finl Bankshares Inc

141 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Direxion Shares ETF Trust · Ishares Tr

168 positions · as of June 30, 2026 · Invesco Qqq Trust Series I · Apple Inc Com · Alphabet Inc Cap Stk Cl A

209 positions · as of September 30, 2024 · Fairlead Tactical Sector ETF · Vanguard Value ETF · Neuberger Berman Option Strategy ETF

39 positions · as of September 30, 2025 · Nvidia · Microsoft Corp · Apple Computer Inc

107 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr

137 positions · as of September 30, 2026 · Royal Bk Cda · Toronto Dominion Bk Ont · Bank Of Montreal