Managers

234 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

8 positions · as of June 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Direxion Shs ETF Tr

203 positions · as of June 30, 2026 · Toast Inc · Uber Technologies Inc · Texas Pacific Land Corporati

140 positions · as of June 30, 2026 · Vanguard Mun Bd Fds · Ishares Tr · Merck & Co Inc

146 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Broadcom Inc

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

18 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Amazon Com Inc · Meta Platforms Inc

262 positions · as of September 30, 2026 · Ishares Tr · Microsoft Corp · Broadcom Inc

24 positions · as of June 30, 2026 · Ast Spacemobile Inc · Applied Matls Inc · Sunbelt Rentals Holdings Inc

80 positions · as of June 30, 2026 · Alphabet Inc · Nvidia Corporation · Microsoft Corp

313 positions · as of September 30, 2026 · Ishares Tr · Berkshire Hathaway Inc Del · Nvidia Corporation

231 positions · as of September 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Vanguard Intl Equity Index F

10 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr · Alphabet Inc

73 positions · as of June 30, 2026 · Vanguard Short-term Corporate Bond ETF · Vanguard Mortgage-backed Securities ETF · Ultra Clean Hldgs Inc Com

383 positions · as of June 30, 2026 · First Tr Exchange-traded Fd · First Tr Exchng Traded Fd Vi · First Tr Exchange Traded Fd

87 positions · as of June 30, 2026 · Radnet Inc · Ryerson Holding Corporation · Oppenheimer Holdings Inc

95 positions · as of June 30, 2026 · Advanced Micro Devices · Alphabet Inc Cl A · Nvidia Corp

122 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Vanguard Intl Equity Index F

864 positions · as of September 30, 2025 · Cyberark Software Ltd · Kellanova · Alphabet Inc

126 positions · as of June 30, 2026 · SPDR Series Trust · SPDR Index Shs Fds · American Centy ETF Tr

164 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Northern Lts Fd Tr Iv

406 positions · as of September 30, 2026 · Fidelity Covington Trust · Exxonmobil Holdings Corp · State Str SPDR S&P 500 ETF T

220 positions · as of June 30, 2026 · Ishares 1-3 Year Treasury Bond ETF Usd Class · Invesco Nasdaq 100 ETF Usd Class · Schwab Us Dividend Equity ETF Usd Class

23 positions · as of June 30, 2026 · Roivant Sciences Ltd · Revolution Medicines Inc · Mirum Pharmaceuticals Inc