Managers

10 positions · as of June 30, 2026 · Meiragtx Holdings PLC · Inhibrx Biosciences, Inc. · Novavax

148 positions · as of September 30, 2025 · Vanguard Index Fds · Vanguard Tax-managed Fds · Vanguard Whitehall Fds

799 positions · as of September 30, 2026 · Apple Inc Com · Microsoft Corp Com · Nvidia Corporation Com

19 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Kodiak Sciences Inc

2 positions · as of June 30, 2026 · Spotify Technologies, S.a. · Zillow Group, Inc.

109 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · Janus Detroit Str Tr

313 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Bd Index Fds

39 positions · as of June 30, 2026 · Avalyn Pharmaceuticals Inc · Johnson & Johnson · Gilead Sciences Inc

50 positions · as of September 30, 2026 · Berkshire Hathaway Inc · Alphabet Inc. · Microsoft Corp

195 positions · as of June 30, 2026 · Seagate Technology Hldngs Pl · Douglas Dynamics Inc · Avnet Inc

86 positions · as of June 30, 2026 · Intel Corp · Asml Holding N V · Nvidia Corporation

21 positions · as of March 31, 2024 · Nvidia Corporation · Las Vegas Sands Corp · Winnebago Inds Inc

269 positions · as of September 30, 2026 · Ishares Tr · Innovator Etfs Trust · Goldman Sachs ETF Tr

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

582 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · SPDR Series Trust

106 positions · as of December 31, 2025 · Ishares Tr · Select Sector SPDR Tr · First Tr Exchange-traded Fd

25 positions · as of June 30, 2026 · Nextnav Inc · Firstsun Cap Bancorp · Ishares Bitcoin Trust ETF

266 positions · as of March 31, 2024 · First Tr Exchange-traded Fd · First Tr Exchng Traded Fd Vi · Ishares Tr

29 positions · as of June 30, 2026 · Invesco Qqq Tr · Talen Energy Corp · Ftai Aviation Ltd

86 positions · as of September 30, 2021 · Ishares Tr · Schwab Strategic Tr · Genuine Parts Co

141 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Instl Index Fd · SPDR Series Trust

81 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Advisors Inner Circle Fd Ii

70 positions · as of September 30, 2026 · Vanguard World Fd · Invesco Exch Traded Fd Tr Ii · Direxion Shares ETF Trust

92 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Vanguard Bd Index Fds