Managers

208 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Berkshire Hathaway Inc Del · Profesionally Managed Portfo

241 positions · as of June 30, 2026 · Ishares Tr · Microsoft Corp · Apple Inc

211 positions · as of September 30, 2020 · Innovator Etfs Tr · Vanguard Bd Index Fds · Ishares Tr

96 positions · as of June 30, 2026 · Ishares Tr · Gmo ETF Trust · Invesco Qqq Tr

194 positions · as of September 30, 2026 · Philip Morris Intl Inc · SPDR Gold Tr · Alphabet Inc

12 positions · as of June 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Vanguard Scottsdale Fds

58 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Malvern Fds · Vanguard Whitehall Fds

179 positions · as of June 30, 2026 · Vanguard Value ETF · Vanguard Growth ETF · Vanguard Ftse Developed Markets ETF

203 positions · as of March 31, 2026 · State Street SPDR S&P 500 ETF Trust · Apple Inc · Ishares Tr

21 positions · as of June 30, 2026 · Aramark · Waste Connections Inc · SS&C Tech Hldgs

128 positions · as of September 30, 2026 · Amazon Com Inc · Invesco Qqq Tr · Alphabet Inc

463 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Blackrock ETF Trust

62 positions · as of June 30, 2026 · Applied Matls Inc · Seagate Technology Hldngs Pl · Texas Instrs Inc

2247 positions · as of September 30, 2021 · Vanguard Large-cap Index Fund · Ishares Core Msci Eafe ETF · Vanguard Mid-cap Index Fund

39 positions · as of June 30, 2026 · Uipath Inc · Kolibri Global Energy Inc · Autolus Therapeutics Ltd

112 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Invesco Qqq Tr

182 positions · as of March 31, 2017 · Ishares Tr · Vanguard Index Fds · Jpmorgan Chase & Co

176 positions · as of June 30, 2026 · S&P 500 Depository Receipt · Ishares 0-5 Year Tips Bond Et · Vanguard Short Term Treasury

177 positions · as of September 30, 2026 · Dimensional ETF Trust · Schwab Strategic Tr · Wisdomtree Tr

41 positions · as of September 30, 2016 · Apple Inc · Amazon.com Inc · Facebook Inc-a

112 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Schwab Strategic Tr

19 positions · as of March 31, 2022 · Nextier Oilfield Solutions · Diamondback Energy Inc · Propetro Hldg Corp

39 positions · as of June 30, 2026 · Cenovus Energy Inc · Precision Drilling Corp · Equinox Gold Corp

28 positions · as of September 30, 2026 · Cambria Trinity ETF · Vanguard S&P 500 ETF · Ishares Tr Core U S Aggregate Bd ETF