Managers

95 positions · as of December 31, 2023 · Nvidia Corporation · Apple Inc · Amazon Com Inc

1 positions · as of June 30, 2026 · Dpc Holdings PLC

93 positions · as of September 30, 2020 · Verizon Communications Inc · Ishares Tr · Microsoft Corp

154 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · State Str SPDR S&P 500 ETF T

252 positions · as of September 30, 2023 · Ishares Tr · Vanguard Index Fds · Apple Inc

2 positions · as of September 30, 2022 · Bentley Sys Inc · Chargepoint Holdings Inc

100 positions · as of June 30, 2026 · Select Sector SPDR Tr · Pimco ETF Tr · Ishares Tr

138 positions · as of December 31, 2024 · Microsoft Corp · Alphabet Inc · Taiwan Semiconductor Mfg Ltd

79 positions · as of September 30, 2026 · SPDR Gold Share · Vanguard Intermediate Bond · Vanguard Total International Stock ETF

250 positions · as of September 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · State Str SPDR S&P 500 ETF T

167 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · Apple Inc

394 positions · as of September 30, 2026 · SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-bill ETF · Ishares Core S&P 500 · Blackrock Institutional Trust Company N.a. - Btc Ishares S&P Gsci Comm

305 positions · as of September 30, 2026 · Ishares Tr · Elevation Series Trust · Innovator Etfs Trust

162 positions · as of June 30, 2026 · Invesco Qqq Tr · D-wave Quantum Inc · State Str SPDR S&P 500 ETF T

8 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

4 positions · as of June 30, 2026 · Deutsche Bank Ag · Stubhub Holdings Inc-class A · Flyexclusive

1 positions · as of June 30, 2026 · Neptune Ins Hldgs Inc

134 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Wisdomtree Tr

70 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · Ishares Tr

107 positions · as of June 30, 2026 · Capital Group Dividend Value · Wisdomtree Tr · American Centy ETF Tr

204 positions · as of June 30, 2026 · Apple Inc · Alphabet Inc · Berkshire Hathaway Inc Del

552 positions · as of June 30, 2026 · Blackrock ETF Trust · Ishares Tr · Nvidia Corporation

108 positions · as of September 30, 2018 · Energy Transfer Partners LP · Exxon Mobil Corp · Targa Res Corp

470 positions · as of September 30, 2026 · Berkshire Hathaway Inc A · Vanguard 500 ETF · Bloom Energy Corp Class A