Managers

106 positions · as of September 30, 2026 · Ishares Core S&P Total U.s. Stock Market ETF · Avantis International Equity ETF · Avantis U.s. Equity ETF

181 positions · as of September 30, 2026 · Vanguard Short-term Inflation-protected ETF · Vanguard Dividend Appreciation ETF · Vanguard Value ETF

49 positions · as of September 30, 2026 · Advisorshares Tr · Dell Technologies Inc · Invesco Qqq Tr

101 positions · as of September 30, 2026 · Vanguard Mid Cap Value ETF · Columbia Emrg Mkts Core Ex-china ETF · Vanguard Small Cap Value ETF

93 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Schwab Strategic Tr

24 positions · as of June 30, 2026 · Humana Inc · Unitedhealth Group Inc · Camden Ppty Tr

125 positions · as of June 30, 2026 · Tjx Cos Inc New · Ishares Tr · Baillie Gifford ETF Tr

12 positions · as of June 30, 2026 · Pdd Holdings Inc · Vnet Group Inc · Qfin Holdings Inc

140 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Wisdomtree Tr

52 positions · as of June 30, 2026 · Qiagen Nv · California Wtr Svc Group · Clorox Co Del

4 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · ETF Ser Solutions

207 positions · as of June 30, 2026 · Nvidia Corp · Alphabet Inc Class A · Apple Inc

105 positions · as of December 31, 2024 · Ishares Tr · Vanguard Index Fds · Snowflake Inc

15 positions · as of June 30, 2026 · Biontech Se · Roivant Sciences Ltd · Royalty Pharma PLC

59 positions · as of June 30, 2026 · Nvent Elec PLC · Ww Grainger Inc · Rb Global Inc

266 positions · as of June 30, 2026 · Ishares Core S&P 500 (mkt) · Avantis Us Large Cap Value ETF · Avantis Intl Eq ETF

692 positions · as of September 30, 2026 · Vanguard S&P 500 ETF · Ishares Core S&P Mid-cap ETF · Vanguard Dividend Appreciation ETF

2642 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Avantis Total Equity Markets ETF · Vanguard 0-3 Month Treasury Bill ETF

5 positions · as of June 30, 2016 · Seres Therapeutics Inc · Editas Medicine Inc · Syros Pharmaceuticals Inc

86 positions · as of March 31, 2015 · Coca Cola · Union Pacific · Apple Inc

69 positions · as of December 31, 2023 · Dimensional ETF Trust · Ishares Tr · Berkshire Hathaway Inc Del

366 positions · as of March 31, 2026 · Broadcom Inc · Alphabet Inc · Nvidia Corporation

108 positions · as of June 30, 2026 · Dimensional ETF Trust · Berkshire Hathaway Inc Del · Apple Inc

451 positions · as of March 31, 2017 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr