Managers

7 positions · as of June 30, 2026 · Charter Communications Inc N · Blue Owl Capital Inc · Ingram Micro Hldg Corp

398 positions · as of December 31, 2022 · Apple Inc · Microsoft Corp · Johnson & Johnson

1 positions · as of June 30, 2026 · Nebius Group N.v.

236 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Vanguard Index Fds

373 positions · as of March 31, 2019 · Vanguard Total Stock Market ETF · Vanguard Ftse Developed Markets · Vanguard Total Bond Market ETF

330 positions · as of June 30, 2025 · Ishares Tr · Nvidia Corporation · J P Morgan Exchange Traded F

13 positions · as of June 30, 2026 · Space Exploration Techn Corp · Vaneck ETF Trust · Booking Holdings Inc

2 positions · as of June 30, 2026 · Mobileye Global Inc. · Joby Aviation Inc.

33 positions · as of June 30, 2026 · Vanguard Intl Equity Index F · State Str SPDR S&P 500 ETF T · The Campbells Company

131 positions · as of September 30, 2024 · Ishares Tr · Berkshire Hathaway Inc Del · Invesco Exchange Traded Fd T

159 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Pimco ETF Tr

87 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Ishares S&P 500 Value ETF · Ishares Core Msci Intl Dev Mkts ETF

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

193 positions · as of September 30, 2026 · Harbor ETF Trust · Nvidia Corporation · SPDR Gold Tr

86 positions · as of June 30, 2026 · Microsoft Corp · Alphabet Inc · Verizon Communications Inc

228 positions · as of September 30, 2025 · Nvidia Corporation · Ishares Tr · Microsoft Corp

49 positions · as of June 30, 2026 · Vanguard 500 Idx ETF · Ishares:russ Mid-cap · Vanguard Md-cp I ETF

61 positions · as of June 30, 2026 · Tidewater Inc · Builders Firstsource Inc · Five Point Holdings LLC

161 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · Columbia ETF Tr I

74 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr

164 positions · as of June 30, 2021 · Ishares Tr · Vanguard Tax-managed Intl Fd · Vanguard Index Fds

33 positions · as of June 30, 2026 · Sandisk Corp · Micron Technology Inc · Nvidia Corporation

137 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ea Series Trust

177 positions · as of September 30, 2021 · Apple Inc. · Microsoft Corp · Oracle Corp.