Managers

48 positions · as of June 30, 2026 · Apple Inc · Nvidia Corporation · Astrazeneca PLC

132 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Global X Fds

145 positions · as of June 30, 2026 · Vanguard Ftse Developed Markets ETF · Vanguard S&P 500 ETF · Ishares Core S&P 500 ETF

329 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Ishares Tr · Apple Inc

29 positions · as of June 30, 2026 · Select Sector SPDR Tr · Taiwan Semiconductor Manufac · Invesco Exchange Traded Fd T

136 positions · as of June 30, 2026 · Unitedhealth Group Inc · Philip Morris Intl Inc · British Amern Tob PLC

289 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · State Str SPDR S&P 500 ETF T

98 positions · as of June 30, 2026 · Applied Digital Corp · Globalstar Inc · Zim Integrated Shipping Serv

58 positions · as of June 30, 2026 · Ishares Inc · Micron Technology Inc · Taiwan Semiconductor Manufac

78 positions · as of June 30, 2026 · SPDR Gold Tr · Gpgi Inc · State Str SPDR S&P 500 ETF T

11 positions · as of June 30, 2026 · Nvidia Corporation · Meta Platforms Inc · Microsoft Corp

152 positions · as of June 30, 2026 · Alphabet Inc · SPDR Series Trust · Ishares Tr

817 positions · as of September 30, 2026 · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · Vanguard Total Stk Mkt · Vanguard Intermediate-term Corporate Bond ETF

294 positions · as of September 30, 2026 · Vanguard Index Fds · Nvidia Corporation · Apple Inc

26 positions · as of December 31, 2019 · Cameco Corp · Kt Corp · Turquoise Hill Res Ltd

180 positions · as of September 30, 2026 · Vanguard Index Fds · Invesco Qqq Tr · Global X Fds

18 positions · as of September 30, 2026 · Microsoft Corp · Amazon Com Inc · Alphabet Inc

243 positions · as of September 30, 2021 · Ishares Tr · Vanguard Specialized Funds · AT&T Inc

139 positions · as of June 30, 2021 · Ishares Tr · J P Morgan Exchange-traded F · SPDR Ser Tr

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

147 positions · as of December 31, 2022 · Vanguard Index Fds · Ishares Tr · Vanguard Scottsdale Fds

62 positions · as of June 30, 2026 · Ecolab Inc · Xylem Inc · American Wtr Wks Co Inc New

890 positions · as of September 30, 2026 · Dimensional ETF Trust · Dfa Invt Dimensions Group In · Nvidia Corporation

320 positions · as of December 31, 2013 · Market Vectors ETF Tr · United States Stl Corp New · Goldcorp Inc New