Managers

114 positions · as of June 30, 2026 · Apple Inc · Berkshire Hathaway Inc Del · Amazon Com Inc

140 positions · as of September 30, 2026 · Ishares Tr · Dimensional ETF Trust · Vanguard Bd Index Fds

12 positions · as of September 30, 2026 · Ishares Tr · Vanguard World Fd · Vanguard Index Fds

258 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Seagate Technology Hldngs Pl

188 positions · as of September 30, 2026 · First Tr Exchange Traded Fd · American Centy ETF Tr · Apple Inc

7 positions · as of June 30, 2026 · Pharvaris N V · Parabilis Medicines Inc · Alumis Inc

252 positions · as of September 30, 2026 · Ishares Tr · Vanguard Specialized Funds · State Str SPDR S&P 500 ETF T

245 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

84 positions · as of June 30, 2026 · SPDR Series Trust · Capital Grp Fixed Incm ETF T · Capital Group Core Balanced

417 positions · as of September 30, 2026 · Alphabet Inc · Broadcom Inc · Invesco Exchange Traded Fd T

83 positions · as of June 30, 2026 · Caredx Inc · Genedx Holdings Corp · Ensign Group Inc

32 positions · as of June 30, 2026 · Antero Resources Corp · Gulfport Energy Corp · Permian Resources Corp

364 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Invesco Exch Traded Fd Tr Ii

94 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Vanguard World Fd · Schwab Strategic Tr

522 positions · as of June 30, 2026 · Vanguard Total Stock Market ETF · Vanguard High Dividend Yield ETF · Vanguard Ftse Developed Markets ETF

111 positions · as of September 30, 2026 · Vanguard Admiral Fds Inc · Ishares Tr · Vanguard Index Fds

65 positions · as of December 31, 2024 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

293 positions · as of September 30, 2026 · Ishares Tr · Wisdomtree Tr · Schwab Strategic Tr

138 positions · as of June 30, 2021 · Apple Inc · Microsoft Corp · Danaher Corp Del

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

151 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Apple Inc · Microsoft Corp

86 positions · as of June 30, 2026 · Nvidia Corp. · Alphabet Inc. Class C · Apple Inc.

137 positions · as of June 30, 2026 · Microsoft Corp · Costco Wholesale Corporation · Kla Corp

87 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · J P Morgan Exchange Traded F