Managers

251 positions · as of June 30, 2026 · Dimensional ETF Trust · Apple Inc · Nvidia Corporation

211 positions · as of June 30, 2026 · Apple Inc · First Tr Exchange-traded Fd · J P Morgan Exchange Traded F

335 positions · as of December 31, 2024 · Ishares Tr · Schwab Strategic Tr · Select Sector SPDR Tr

277 positions · as of September 30, 2026 · Select Sector SPDR Tr · Wisdomtree Tr · Ishares Tr

268 positions · as of June 30, 2026 · Walmart Inc Com · Hunt J B Trans Svcs Inc Com · Meta Platforms Inc Cl A

100 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Vanguard Index Fds

34 positions · as of March 31, 2018 · Ishares Tr · SPDR Series Trust · Goldman Sachs ETF Tr

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

13 positions · as of June 30, 2026 · Liquidia Corporation · Establishment Labs Hldgs Inc · Dave Inc

166 positions · as of June 30, 2026 · Ishares Tr Core S&P Ttl Stk · Ishares U.s. Equity Factor Rotation Acti · Invesco S&P 500 Quality ETF

193 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Vanguard Charlotte Fds · Alphabet Inc

21 positions · as of June 30, 2026 · Ishares:core S&P 500 · Vanguard Tot Bd ETF · Ishares:core S&P Md-cp

186 positions · as of June 30, 2026 · Dimensional ETF Trust · J P Morgan Exchange Traded F · Vanguard Index Fds

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

55 positions · as of September 30, 2026 · Vanguard Index Fds · Pgim ETF Tr · Schwab Strategic Tr

8 positions · as of June 30, 2026 · Echostar Corp · Keel Infrastructure Corp · Core Scientific Inc New

170 positions · as of September 30, 2026 · Ishares Tr · Purecycle Technologies Inc · Blackrock ETF Trust

224 positions · as of June 30, 2026 · Apple Inc · Sprott Asset Management LP · Berkshire Hathaway Inc Del

185 positions · as of June 30, 2026 · Nvidia Corporation · Alphabet Cl A · Lam Research Corp

200 positions · as of September 30, 2016 · Ishares Tr · Wisdomtree Tr · Wal-mart Stores Inc

20 positions · as of June 30, 2026 · Seagate Technology Hldngs Pl · Sensient Technologies Corp · Ttm Technologies Inc

144 positions · as of June 30, 2026 · Eli Lilly & Co · Procter & Gamble Co · Texas Instrs Inc

269 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Nvidia Corporation

118 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc