Managers

295 positions · as of June 30, 2026 · Gentex Corp · Amplify Cwp Enhanced Div Inm ETF · Defender Risk Adaptive 500 ETF

90 positions · as of September 30, 2024 · Ishares Tr · Vanguard Tax-managed Fds · Invesco Qqq Tr

181 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Innovator Etfs Trust

180 positions · as of September 30, 2026 · Schwab Dow Jones Us Large Cap ETF · Applied Finance Valuation Lg Cap ETF · Schwab Dow Jones Us Div Eq ETF

255 positions · as of June 30, 2026 · Vanguard Scottsdale Fds · Apple Inc · Ishares Tr

101 positions · as of September 30, 2026 · Microsoft Corp · Vanguard Index Fds · Apple Inc

104 positions · as of June 30, 2026 · Norfolk Southn Corp · Roku Inc · Bio-techne Corp

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

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

88 positions · as of June 30, 2026 · Revolution Medicines Inc · SPDR S&P Biotech ETF · Compass Pathways PLC

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

174 positions · as of June 30, 2026 · Dimensional ETF Trust · Berkshire Hathaway Inc Del · Ishares Tr

36 positions · as of June 30, 2026 · Columbia Bkg Sys Inc · Western Alliance Bancorp · Atlantic Un Bankshares Corp

102 positions · as of September 30, 2026 · Schwab Strategic Tr · SPDR Series Trust · Vanguard Whitehall Fds

179 positions · as of September 30, 2026 · Umb Finl Corp · Independent Bk Corp Mass · Terreno Rlty Corp

104 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Malvern Fds

13 positions · as of March 31, 2022 · Ishares Core Sp Mcp ETF · Ishares Tr Core Sp Scp ETF · Vanguard Value ETF

147 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Ishares Inc

503 positions · as of September 30, 2014 · Exxon Mobil Corp · Novo-nordisk A S · V F Corp

206 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard World Fd

282 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Series Trust

717 positions · as of June 30, 2016 · Apple Inc Com · General Electric Co Com · AT&T Inc Com

47 positions · as of September 30, 2026 · Microsoft Corp · Nvidia Corporation · Alphabet Inc

124 positions · as of December 31, 2018 · Microsoft Corp · Alphabet Inc - Class C · Amazon.com Inc.