Managers

6 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Select Sector SPDR Tr

53 positions · as of June 30, 2026 · Advisorshares Tr · Sandisk Corp · Astera Labs Inc

166 positions · as of June 30, 2026 · Ishares Core S&P Mid-cap ETF · Ishares Msci Eafe ETF · Apple Inc

14 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Alphabet Inc · Seagate Technology Hldngs Pl

148 positions · as of September 30, 2014 · Pfsweb, Inc. · Kopin Corporation · Vocera Communications, Inc.

128 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · SPDR S&P 500 ETF Tr

8 positions · as of June 30, 2026 · Coupang Inc · Carvana Co · Boston Omaha Corp

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

7 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Vanguard Short-term Corporate · Ishares Core U.s. Aggregate Bo

14 positions · as of June 30, 2026 · Cg Oncology Inc · Nuvation Bio Inc. · Aardvark Therapeutics Inc

213 positions · as of September 30, 2026 · Ishares Tr · Berkshire Hathaway Inc Del · Ea Series Trust

19 positions · as of June 30, 2026 · Viking Holdings Ltd · Ciena Corp · Nu Hldgs Ltd

148 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF · Dimensional ETF Trust · Alphabet Inc

662 positions · as of June 30, 2023 · Apple Inc · Qualcomm Inc Com · Mettler Toledo Intl Incf

66 positions · as of March 31, 2019 · Mastercard Inc. · Cognex · Tiffany

107 positions · as of September 30, 2022 · Ishares Tr · Meta Platforms Inc · Vanguard Index Fds

169 positions · as of June 30, 2026 · Ishares Tr · Palo Alto Networks Inc · Intel Corp

161 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · State Str SPDR S&P 500 ETF T

298 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Vanguard Tax-managed Fds

129 positions · as of September 30, 2026 · Taiwan Semiconductor Manufacturing · Smurfit Kappa Group PLC Us · Icon PLC

131 positions · as of September 30, 2026 · Wisdomtree Tr · Microsoft Corp · Nvidia Corporation

111 positions · as of June 30, 2026 · Ishares Core Msci Emerging · Ishares Tr Core Msci Eafe · Broadcom Inc.

142 positions · as of June 30, 2026 · American Airlines Group Inc · Apple Inc · Rivian Automotive Inc

49 positions · as of March 31, 2017 · Ishares Tr · Vanguard Tax Managed Intl Fd · Vanguard Index Fds