Managers

76 positions · as of September 30, 2017 · Ishares Core S&P 500 ETF · Ishares Core Msci Emerging Markets ETF · Charles Schwab Corp/the

13 positions · as of June 30, 2026 · Crispr Therapeutics Ag · Wave Life Sciences Ltd · Vir Biotechnology Inc

173 positions · as of June 30, 2020 · Ishares Tr · Techtarget Inc · Schwab Strategic Tr

246 positions · as of September 30, 2025 · Vanguard Index Fds · Ishares Tr · Vanguard Bd Index Fds

40 positions · as of September 30, 2018 · Vanguard Index Fds Total Stk Mkt · Vanguard Intl Equity Index F Allwrld Ex Us · Vanguard Index Fds Mid-cap Value ETF

261 positions · as of June 30, 2026 · Applied Matls Inc · Apple Inc · Nvidia Corporation

142 positions · as of March 31, 2024 · Ishares Tr · SPDR S&P 500 ETF Tr · Ishares Inc

156 positions · as of December 31, 2021 · United Parcel Service Inc · Ishares Tr · Vanguard World Fd

185 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Nvidia Corporation

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

24 positions · as of June 30, 2026 · Mks Instruments Inc · Wabtec Corp · Emcor Group Inc

449 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Apple Inc

486 positions · as of June 30, 2026 · Ishares Tr · Innovator Etfs Trust · Vanguard Index Fds

504 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc

82 positions · as of June 30, 2024 · Berkshire Hathaway Inc Del · Exxon Mobil Corp · Occidental Pete Corp

26 positions · as of June 30, 2026 · Reddit Inc · Block Inc · Sweetgreen Inc

34 positions · as of June 30, 2022 · Microsoft Corp · Alphabet Inc · Unitedhealth Group Inc

92 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Vanguard Index Fds · Vanguard Tax-managed Fds

27 positions · as of June 30, 2026 · Owens Corning New · Nordson Corp · Rocket Cos Inc

238 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Series Trust

1464 positions · as of December 31, 2017 · Ishares Tr · Vanguard Bd Index Fd Inc · Select Sector SPDR Tr

110 positions · as of June 30, 2026 · First Tr Exchange-traded Fd · Ea Series Trust · Select Sector SPDR Tr

892 positions · as of June 30, 2026 · Ishares Russell Top 200 Growth ETF · Apple Inc Com · Vanguard S&P 500 ETF

264 positions · as of September 30, 2026 · Amphenol Corp · Asml Hldg Nv · Vanguard Index Fds