Managers

187 positions · as of June 30, 2026 · Blackrock ETF Trust · Vanguard Index Fds · Ishares Tr

295 positions · as of June 30, 2026 · Vanguard Total Stock Market ETF · Jpmorgan U.s. Momentum Factor ETF · Apple Incorporated

292 positions · as of September 30, 2026 · Innovator Etfs Trust · First Tr Exchange-traded Fd · Apple Inc

97 positions · as of March 31, 2020 · Cerus Corp · Quotient Technology Inc · Ligand Pharmaceuticals Inc

83 positions · as of September 30, 2026 · Vanguard Morningstar Mega Cap Growth ETF · Vanguard Morningstar Mega Cap Value ETF · Ivw - Ishares S&P 500 Growth ETF

488 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

38 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Select Sector SPDR Tr

318 positions · as of December 31, 2021 · Raymond James Finl Inc · Ishares Tr · Vanguard Index Fds

170 positions · as of June 30, 2026 · Apple Inc · Bloom Energy Corp · Nvidia Corporation

209 positions · as of June 30, 2017 · Apple, Inc. · Amazon.com, Inc. · Visa, Inc.

30 positions · as of June 30, 2026 · Jpmorgan Chase · American Express Co · Goldman Sachs Group Inc

182 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · Vanguard Tax-managed Fds

172 positions · as of June 30, 2026 · SPDR Series Trust · Ishares Tr · State Str SPDR S&P 500 ETF T

84 positions · as of June 30, 2026 · Tango Therapeutics Inc · Abivax Sa · Revolution Medicines Inc

36 positions · as of June 30, 2026 · Lakefront Biotherapeutics Nv · Janux Therapeutics Inc · Nektar Therapeutics

417 positions · as of September 30, 2021 · Microsoft(msft) · Apple Inc · Facebook Inc

134 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Blackrock ETF Trust

104 positions · as of June 30, 2026 · SPDR Index Shs Fds · Ishares Tr · SPDR Series Trust

319 positions · as of June 30, 2026 · Innovator Etfs Trust · Ishares Tr · Dbx ETF Tr

134 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · SPDR Index Shs Fds

7 positions · as of June 30, 2026 · PG&E Corp · Caris Life Sciences Inc · Atlanta Braves Hldgs Inc

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

1 positions · as of June 30, 2026 · Vanguard Index Fds

202 positions · as of September 30, 2026 · SPDR Bloomberg Inter Floating · Schwab International Equity Et · Apple Inc (aapl)