Managers

92 positions · as of September 30, 2026 · Broadcom · Royalty Pharma PLC · Hewlett Packard Ent Ser C Conv

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

181 positions · as of June 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Ishares Tr

158 positions · as of June 30, 2026 · Ishares Tr · Ishares Inc · SPDR S&P 500 ETF Tr

36 positions · as of June 30, 2026 · Apple Inc · Taiwan Semiconductor Manufac · Alphabet C

110 positions · as of December 31, 2025 · SPDR Series Trust · Dbx ETF Tr · Ishares Tr

314 positions · as of December 31, 2019 · Ishares Tr · Schwab Strategic Tr · SPDR S&P 500 ETF Tr

271 positions · as of December 31, 2019 · Ishares · Vanguard · Jp Morgan Chase & Co

398 positions · as of December 31, 2018 · Ishares Tr · Vanguard Index Fds · Vanguard Bd Index Fd Inc

160 positions · as of June 30, 2021 · Microsoft Corporation · Vanguard Index Trust Total Stock Market Index · Vanguard Russell 1000

226 positions · as of June 30, 2024 · Microsoft Corp · Apple Inc · SPDR S&P 500 ETF

837 positions · as of September 30, 2021 · Schwab U.s. Large-cap ETF · Schwab U.s. Mid-cap ETF · Vanguard Intermediate-term Treasury Index Fund ETF Shares

607 positions · as of June 30, 2026 · Ishares Tr · Coreweave Inc · Ishares Inc

325 positions · as of September 30, 2026 · Nvidia Corporation · Ishares Tr · Apple Inc

129 positions · as of June 30, 2026 · Hexcel Corp · Allegro Microsystems Inc · Onto Innovation Inc

45 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Invesco Exchange Traded Fd T

779 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Blackrock ETF Trust

41 positions · as of June 30, 2026 · Vanguard Index Fds · Johnson & Johnson · Jpmorgan Chase & Co

37 positions · as of June 30, 2026 · Applied Matls Inc · Vertiv Holdings Co · Marvell Technology Inc

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

338 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

95 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR Dow Jones Ind · SPDR Series Trust

296 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Dimensional ETF Trust

3 positions · as of December 31, 2023 · Petco Health & Wellness Co I · Fidelis Insurance Holdings L · Advantage Solutions Inc