Managers

10 positions · as of March 31, 2025 · Liberty Broadband Corp · Siriusxm Holdings Inc · Alight Inc

725 positions · as of September 30, 2026 · Vanguard S&P 500 ETF · Vanguard Morningstar Growth ETF · Spear Alpha ETF

92 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc · Amazon Com Inc

317 positions · as of June 30, 2026 · Alphabet Inc · Tesla Inc · Micron Technology Inc

707 positions · as of September 30, 2026 · Ishares Inc · Select Sector SPDR Tr · J P Morgan Exchange Traded F

231 positions · as of September 30, 2026 · Vanguard Morningstar Total Stock Market ETF · Apple Inc Com · Ishares Core Msci Eafe ETF

13 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Amazon Com Inc · Brookfield Corp

194 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

33 positions · as of September 30, 2026 · Tesla Inc · Space Exploration Techn Corp · Micron Technology Inc

118 positions · as of September 30, 2026 · SPDR Portfolio Short Term Treasury ETF · Ishares Core Dividend Growth ETF · Ishares Core S&P 500 Index ETF

88 positions · as of March 31, 2025 · Full Truck Alliance Co Ltd · Pdd Holdings Inc · Ishares Bitcoin Trust ETF

168 positions · as of September 30, 2026 · Apple Inc · Microsoft Corp · Alphabet Inc

2 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Ishares Core Msci Eafe ETF

87 positions · as of September 30, 2026 · Ishares Tr · World Gold Tr · Dorchester Minerals L P

287 positions · as of March 31, 2016 · Ishares Trust · Vanguard Index Fds · Vanguard Scottsdale Fds

82 positions · as of June 30, 2026 · Teradyne Inc Com · Apple Computer · Eli Lilly & Co

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

117 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Apple Inc

9 positions · as of June 30, 2026 · Space Exploration Techn Corp · Taiwan Semiconductor Manufac · Oracle Corp

162 positions · as of June 30, 2018 · Sch Us Div Equity ETF · Microsoft Corp · Ishares Tr Dow Sel Div

1419 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Scottsdale Fds · Vanguard Index Fds

66 positions · as of September 30, 2021 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

1906 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · Victory Portfolios Ii

46 positions · as of September 30, 2026 · Apple, Inc. · Caterpillar, Inc. · Microsoft Corporation