Managers

121 positions · as of June 30, 2026 · SPDR S&P 500 ETF Trust · Ishares Msci Brazil Capped ETF · Vanguard S&P 500 ETF

163 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · SPDR Index Shs Fds

113 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Nvidia Corporation

81 positions · as of June 30, 2026 · Ishares Tr · Amphenol Corp · Asml Hldg Nv

52 positions · as of September 30, 2026 · Apple Inc · Advanced Micro Devices Inc · Alphabet Inc

526 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Vanguard Index Fds · American Centy ETF Tr

156 positions · as of March 31, 2026 · Microsoft Corp · Vanguard Index Fds · Amazon Com Inc

373 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Nvidia Corporation · Alphabet Inc

184 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Vanguard Bd Index Fds

134 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Tcw ETF Trust

135 positions · as of September 30, 2026 · Applied Indl Technlgies Inc Co · Unum Group · Nucor Corp

227 positions · as of June 30, 2026 · Ishares Tr · SPDR Gold Tr · Nvidia Corporation

134 positions · as of June 30, 2020 · Thermo Fisher Scientific Inc · SPDR S&P 500 ETF Trust · Ishares Gold Trust

147 positions · as of September 30, 2026 · Amphenol Corp · Ametek Inc · Danaher Corp Del

975 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · State Street Technology Select Sector SPDR ETF · Ishares Esg Aware Msci Eafe ETF

629 positions · as of March 31, 2026 · Ishares Short-term National Muni Bond ETF · Coinbase Global Inc Com Cl A · Apple Inc Com

183 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Invesco Qqq Tr

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

146 positions · as of March 31, 2026 · Schwab Strategic Tr · Apple Inc · Ishares Tr

293 positions · as of June 30, 2026 · Pimco ETF Tr · Innovator Etfs Trust · Ishares Tr

9 positions · as of June 30, 2026 · Ats Corporation · Brookdale Senior Living Inc · Enviri Corp

503 positions · as of December 31, 2021 · Ishares Core S&P 500 (ivv) · Ishares Russell 1000 Gr (iwf) · Invesco Bulletshares 2023 Hy Corp Bd (bsjn)

490 positions · as of June 30, 2016 · Ishares Tr · Schwab Strategic Tr · First Tr Exchange Traded Fd

6 positions · as of June 30, 2026 · Group 1 Automotive Inc · Equitable Hldgs Inc · Air Global PLC