Managers

1 positions · as of June 30, 2026 · Hamilton Insurance Group Ltd

14 positions · as of March 31, 2022 · Verra Mobility Corp · Amazon Com Inc · Rivian Automotive Inc

269 positions · as of September 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Apple Inc

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

67 positions · as of September 30, 2025 · Vanguard Index Fds · Vanguard Tax-managed Fds · Pimco ETF Tr

127 positions · as of September 30, 2026 · Walmart Inc · Ishares Tr · Apple Inc

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

28 positions · as of June 30, 2026 · Kennametal Inc · Greif Inc · Msc Indl Direct Inc

26 positions · as of June 30, 2026 · Vanguard Index Fds · State Str SPDR S&P 500 ETF T · Alphabet Inc

97 positions · as of September 30, 2025 · Ishares Tr · Alphabet Inc · Invesco Exch Trd Slf Idx Fd

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

30 positions · as of June 30, 2026 · Kiniksa Pharmaceuticals Intl · Relay Therapeutics Inc · Lb Pharmaceuticals Inc

2 positions · as of June 30, 2026 · Xpeng Inc · Weibo Corp

137 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Nextera Energy Inc

1236 positions · as of June 30, 2026 · Invesco Qqq Tr ETF Unit Ser 1 · First Trust Capital ETF Strength · State Street SPDR ETF Portfolio S&P 500

158 positions · as of September 30, 2022 · Ishares Tr · Innovator Etfs Tr · New Mtn Fin Corp

160 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Ishares Tr · Vanguard Index Fds

88 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Gold Tr

271 positions · as of June 30, 2026 · Ishares Russell 1000 Growth ETF · Ishares Russell Mid-cap Growth ETF · Ishares Short Duration Bond Active ETF

188 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Blackrock ETF Trust

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

111 positions · as of March 31, 2025 · Schwab U.s. Large-cap ETF · Ishares Core S&P 500 ETF · Costco Whsl Corp New Com

4 positions · as of June 30, 2026 · Space Exploration Tech · Cerebras · Eqtuipmentshare Inc

184 positions · as of June 30, 2026 · Artius Ii Acquisition Inc-a · Aldabra 4 Liquidity Opportun · Siddhi Acquisition Corp-a