Managers

133 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · American Centy ETF Tr

56 positions · as of June 30, 2026 · JOHNSON&JOHNSON · Abbvie Inc · Philip Morris In

103 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Exchange Traded Fd T

100 positions · as of June 30, 2026 · SPDR Series Trust · Fidelity Covington Trust · Ishares Tr

74 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · State Str SPDR S&P 500 ETF T

68 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · SPDR Series Trust

134 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · J P Morgan Exchange Traded F

115 positions · as of September 30, 2022 · Ishares Tr · Ishares Inc · World Gold Tr

74 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr

59 positions · as of September 30, 2026 · ETF Opportunities Trust · Vanguard Admiral Fds Inc · Ishares Tr

21 positions · as of June 30, 2026 · Intel Corp · Ishares Tr · Invesco Qqq Tr

619 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · Invesco Exch Traded Fd Tr Ii

39 positions · as of March 31, 2019 · Alibaba Group Hldg Ltd · Alphabet Inc · Facebook Inc

166 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

499 positions · as of September 30, 2026 · Vanguard Morningstar Mid-cap ETF · Vanguard Ftse Developed Mkts ETF · Microsoft Corp

55 positions · as of June 30, 2026 · Tidewater Inc · Boise Cascade Co · Valaris Ltd

4 positions · as of September 30, 2026 · Carvana Co · Servicenow Inc · Spotify Technology S A

45 positions · as of June 30, 2026 · Dianthus Therapeutics Inc · Cg Oncology Inc · Oruka Therapeutics Inc

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

1 positions · as of December 31, 2025 · Vista Energy S.a.b. De C.v.

81 positions · as of June 30, 2026 · Alphabet Inc · Tesla Inc · Perimeter Solutions Inc

100 positions · as of September 30, 2020 · Ishares Tr · Schwab Strategic Tr · Vanguard Scottsdale Fds

222 positions · as of June 30, 2026 · First Tr Exchange-traded Fd · First Tr Exchange Traded Fd · Nvidia Corporation

198 positions · as of September 30, 2026 · Ishares Tr · Vanguard Malvern Fds · Vanguard Index Fds