Managers

72 positions · as of September 30, 2026 · Apple Inc. · Microsoft Corporation · Johnson & Johnson

96 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Mun Bd Fds

93 positions · as of June 30, 2026 · Invesco Qqq Tr · Micron Technology Inc · Alphabet Inc

210 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc

5 positions · as of June 30, 2026 · Yum China Hldgs Inc. · Xpeng Inc. · Dsc Holdings Ltd

89 positions · as of June 30, 2026 · Wal-mart Stores Inc · Cisco Systems Inc · Analog Devices Inc

1 positions · as of June 30, 2026 · Qxo Inc

8 positions · as of September 30, 2026 · Invesco S&P 500 Equal Weight Et · Vanguard Growth Vipers ETF · Vanguard Value Vipers ETF

142 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · Schwab Strategic Tr · Invesco Exch Traded Fd Tr Ii

80 positions · as of September 30, 2025 · Ishares Tr · Schwab Strategic Tr · Microsoft Corp

2 positions · as of June 30, 2026 · Circle Internet Group Inc · Waterdrop Inc

207 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange Traded Fd · ETF Ser Solutions

52 positions · as of March 31, 2025 · AT&T Inc · Cvs Health Corp · National Fuel Gas Co

257 positions · as of September 30, 2026 · Schwab Strategic Tr · Tcw ETF Trust · Vanguard Whitehall Fds

124 positions · as of December 31, 2018 · Medicines Co · Pensare Acquisition Corp · Herbalife Ltd

198 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Energy Fuels Inc

973 positions · as of March 31, 2026 · Ishares Core International Aggregate Bond ETF · Xtrackers Usd High Yieldcorporate Bond ETF · Ishares 0-5 Year High Yield Corporate Bond ETF

26 positions · as of September 30, 2026 · Ishares Tr · Broadcom Inc · Fermi Inc

678 positions · as of June 30, 2021 · Vanguard Scottsdale Fds · Invesco Qqq Tr · Huntington Ingalls Inds Inc

176 positions · as of March 31, 2025 · Ishares Tr · SPDR S&P 500 ETF Tr · Apple Inc

13 positions · as of June 30, 2026 · Sandisk Corp · Nvidia Corporation · Advanced Micro Devices Inc

52 positions · as of June 30, 2026 · Vicor Corp · State Str SPDR S&P 500 ETF T · Vaneck ETF Trust

459 positions · as of June 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Vanguard Tax-managed Fds

88 positions · as of September 30, 2019 · Epam Systems Inc · Millicom International Cellula · Microsoft Corporation