Managers

323 positions · as of September 30, 2025 · Ishares Tr · Blackrock ETF Trust · First Tr Exchng Traded Fd Vi

48 positions · as of June 30, 2026 · Citigroup Inc · Bayer Ag Spons ADR · Flagstar Financial, Inc.

43 positions · as of December 31, 2020 · Qualcomm Inc · Palo Alto Networks · Dell Technologies Inc Cl C

289 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Pacer Fds Tr

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

53 positions · as of June 30, 2026 · Wheaton Precious Metals Corp · Toronto Dominion Bk Ont · Bank Montreal Medium

194 positions · as of June 30, 2026 · Ishares 0-3 Month Treasury Bond ETF · Invesco Qqq Trust, Series 1 · Vanguard Ftse Developed Markets ETF

136 positions · as of September 30, 2026 · Ishares Tr · ETF Ser Solutions · Schwab Strategic Tr

271 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Kroger Co

238 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchng Traded Fd Vi · Apple Inc

25 positions · as of June 30, 2026 · Freeport Mcmoran Inc · Amazon Com Inc · Nvidia Corporation

368 positions · as of June 30, 2026 · Chevron Corporation · General Dynamics Corp · Rtx Corporation

8 positions · as of December 31, 2020 · Skillz Inc · Intellia Therapeutics Inc · Surface Oncology Inc

143 positions · as of September 30, 2026 · Dimensional ETF Trust · Pimco ETF Tr · Microsoft Corp

185 positions · as of June 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Vanguard Index Fds

88 positions · as of December 31, 2021 · Apple Inc · Ishares Iboxx Inv Gr Corp Bond · Microsoft Corp

35 positions · as of June 30, 2026 · Lb Pharmaceuticals Inc · Nurix Therapeutics Inc · Immunocore Hldgs PLC

24 positions · as of June 30, 2026 · Goldman Sachs ETF Tr · Berkshire Hathaway Inc Del · Loews Corp

68 positions · as of September 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · J P Morgan Exchange Traded F

108 positions · as of September 30, 2019 · Apple · Visa · Becton Dickinson

1092 positions · as of June 30, 2026 · Aptus Collared Investment Opportunity ETF · Aptus International Enhanced Yield · Vanguard Ftse Developed Markets ETF

36 positions · as of September 30, 2026 · Wheaton Precious Mtls · Ametek Inc. · Visa Inc.

19 positions · as of December 31, 2024 · Vanguard Index Tr · Ishares · Invesco Qqq Tr

387 positions · as of June 30, 2026 · Apple Inc · Procter & Gamble Co · ETF Opportunities Trust