Managers

122 positions · as of June 30, 2026 · Apple Inc. · Alphabet Inc. Cl C · Philip Morris International-al

157 positions · as of September 30, 2023 · Ishares Tr · Lilly Eli & Co · Pacer Fds Tr

70 positions · as of June 30, 2026 · Bondbloxx 6 Month Target · Invesco Nasdaq 100 ETF Usd Class · Q3 All Season Tactical Advantage ETF

134 positions · as of March 31, 2025 · Vanguard Index Fds · Vanguard Bd Index Fd Inc · Vanguard Tax Managed Intl Fd

119 positions · as of September 30, 2026 · Vanguard Index Fds · J P Morgan Exchange Traded F · Vanguard Whitehall Fds

114 positions · as of September 30, 2026 · Vanguard S&P 500 ETF · Ishares Core Msci Eafe ETF · Invesco Nasdaq 100 ETF

17 positions · as of June 30, 2026 · Materion Corp · Enpro Inc · Synaptics Inc

209 positions · as of September 30, 2026 · Canadian National Railway Co · Shopify Inc · Microsoft Corp

116 positions · as of September 30, 2026 · Vanguard Morningstar Total Stock Market ETF · Ishares Tr S&P 500 Val ETF · Ishares Tr S&P 500 Grwt ETF

68 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Vanguard Intl Equity Index F

67 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Alphabet Inc · Amazon Com Inc

93 positions · as of September 30, 2026 · Palantir Technologies Inc · Ssga Active Tr · Alphabet Inc

501 positions · as of June 30, 2026 · Micron Technology Inc Com · Alerian Mlp ETF · Alphabet Inc Cap Stk Cl C

61 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Goldman Sachs ETF Tr

61 positions · as of June 30, 2026 · Tesla Inc · Shopify Inc · Advanced Micro Devices Inc

58 positions · as of June 30, 2026 · Apple Inc. · Nvidia Corporation · Kla Corporation

285 positions · as of June 30, 2026 · Apple Inc · Advisors Ser Tr · Alphabet Inc

299 positions · as of December 31, 2024 · Vanguard Index Fds · Ishares Tr · SPDR Ser Tr

228 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · J P Morgan Exchange Traded F

200 positions · as of September 30, 2024 · Fidelity Merrimack Str Tr · J P Morgan Exchange Traded F · Ishares Tr

207 positions · as of September 30, 2026 · Vanguard Specialized Funds · Invesco Exchange Traded Fd T · Airbnb Inc

43 positions · as of June 30, 2026 · Alphabet Inc · Microsoft Corp · Johnson & Johnson

140 positions · as of June 30, 2026 · Micron Technology Inc · Nvidia Corporation · Vertiv Holdings Co

123 positions · as of September 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Vanguard Scottsdale Fds