Managers

175 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Vanguard Scottsdale Fds

270 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Invesco Exch Trd Slf Idx Fd

101 positions · as of June 30, 2026 · SPDR S&P 500 ETF Trust · Invesco S&P 500 Equal Weight ETF · Technology Select Sector SPDR Fund

194 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR Dow Jones Ind · Lincoln Elec Hldgs Inc

130 positions · as of September 30, 2026 · Alphabet Inc · Apple Inc · Nvidia Corporation

263 positions · as of September 30, 2022 · Select Sector SPDR Tr · Invesco Exch Trd Slf Idx Fd · Apple Inc

66 positions · as of June 30, 2026 · Invesco Qqq Tr · Intel Corp · Vaneck ETF Trust

119 positions · as of September 30, 2026 · Select Sector SPDR Tr · Vaneck ETF Trust · Ishares Tr

79 positions · as of March 31, 2021 · Broadcom Ltd Shs · Jpmorgan Chase · Nucor Corp

365 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · T Rowe Price Exchange-traded · J P Morgan Exchange Traded F

250 positions · as of September 30, 2026 · Vanguard World Fd · Vanguard Index Fds · Apple Inc

392 positions · as of September 30, 2026 · Ishares U.s. Tech Independence Focused ETF · State Street SPDR Portfolio S&P 500 Growth ETF · State Street SPDR S&P 500 ETF

352 positions · as of June 30, 2026 · Cme Group Inc · Hilton Worldwide Hldgs Inc · Boston Scientific Corp

33 positions · as of June 30, 2026 · Bandwidth Inc · Sportradar Group Ag · Q2 Hldgs Inc

449 positions · as of September 30, 2026 · Taiwan Semiconductor Manufac · Kla Corp · Apa Corporation

134 positions · as of June 30, 2026 · Northeast Bank · Red Robin Gourmet Burgers · Versabank

1102 positions · as of June 30, 2026 · Wisdomtree Tr · Ishares Tr · Select Sector SPDR Tr

82 positions · as of March 31, 2021 · Vanguard Index Fds Vanguard · Vanguard Index Fds Formerly Vanguard Index · Vanguard Bd Index Fd Inc Total Bd Market

40 positions · as of June 30, 2026 · Advanced Micro Devices · Nvidia Corp · Amazon.com Inc.

31 positions · as of September 30, 2025 · Ishares Tr · Schwab Strategic Tr · Vanguard Charlotte Fds

12 positions · as of June 30, 2026 · Toast Inc · Workday Inc · Appian Corp

73 positions · as of September 30, 2026 · Vanguard Index Fds · J P Morgan Exchange Traded F · Ishares Tr

154 positions · as of June 30, 2026 · State Street SPDR Portfolio S&P 500 ETF · T. Rowe Price U.s. Equity Research ETF · Vanguard S&P 500 ETF

557 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Ishares Core U.s. Aggregate Bond ETF · Vanguard Ftse Developed Markets ETF