Managers

36 positions · as of June 30, 2026 · Sps Comm Inc · Brunswick Corp · Wintrust Financial Corp

114 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Fidelity Covington Trust

141 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Nvidia Corporation

42 positions · as of June 30, 2026 · Amazon.com · Henry Schein · Nvidia Corp

119 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Dimensional ETF Trust

11 positions · as of June 30, 2026 · Applovin Corp · Global E Online Ltd · Appfolio Inc

107 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Eli Lilly & Co

221 positions · as of March 31, 2019 · Ishares Msci Emerging Market · Avangrid Inc · Nextera Energy Inc

113 positions · as of June 30, 2019 · Invesco Exchange Traded Fd Tr · SPDR Series Trust S&P Divid Et · Ishares Tr Core S&P Scp ETF

144 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · State Str SPDR Dow Jones Ind

1934 positions · as of June 30, 2026 · Vanguard Scottsdale Fds · Ishares Tr · Vanguard Index Fds

99 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Tax-managed Fds

266 positions · as of June 30, 2026 · Apple Inc · Fortinet Inc · Berkshire Hathaway Inc Del

125 positions · as of September 30, 2026 · Strategy Inc · Ishares Bitcoin Trust ETF · Invesco Qqq Tr

163 positions · as of June 30, 2026 · Ishares Core S&P Total U S Stock Market ETF · State Street SPDR Port S&P 500 ETF · Ishares Core S&P 500 ETF

45 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Vanguard Star Fds

1876 positions · as of June 30, 2026 · Ishares Tr · Ea Series Trust · SPDR Series Trust

136 positions · as of September 30, 2026 · Apple Inc · Microsoft Corp · Cisco Systems Inc

145 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Invesco Qqq Tr

18 positions · as of December 31, 2019 · Axsome Therapeutics Inc · Constellation Pharmaceuticals · Milestone Pharmaceuticals Inc

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

572 positions · as of June 30, 2021 · Select Sector SPDR Tr · Ishares Tr · SPDR Ser Tr

128 positions · as of September 30, 2026 · Nvidia Corporation · State Str SPDR S&P 500 ETF T · Apple Inc

98 positions · as of September 30, 2025 · Fidelity Merrimack Str Tr · Broadcom Inc · Schwab Strategic Tr