Managers

318 positions · as of September 30, 2026 · Apple Computer Inc. Cmn. · Exxon Mobil Holdings Corp · Chevron Com

31 positions · as of June 30, 2026 · Amazon.com Inc · Microsoft Corp · Mastercard Incorporated

141 positions · as of March 31, 2021 · Microsoft Corp · Accenture PLC Cl A · Adobe Inc

124 positions · as of June 30, 2026 · Financial Invs Tr · Cnh Indl N V · Corteva Inc

124 positions · as of December 31, 2025 · Nvidia Corp · Alphabet Inc · Amazon Com Inc

123 positions · as of September 30, 2026 · SPDR Series Trust · Vanguard Index Fds · Pgim ETF Tr

26 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Exxon Mobil Corp

146 positions · as of December 31, 2024 · Apple Inc · Alphabet Inc · Bank Montreal Que

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

213 positions · as of December 31, 2024 · Dimensional ETF Trust · Vanguard Index Fds · J P Morgan Exchange Traded F

276 positions · as of September 30, 2026 · Mfs Active International ETF · Ishares Core S&P Midcap ETF · Nvidia Corporation

889 positions · as of December 31, 2014 · Exxon Mobil Corp · Ishares Msci Eafe ETF · Vanguard High Dvd Yield ETF

110 positions · as of June 30, 2026 · Vanguard World Fd · J P Morgan Exchange Traded F · Schwab Strategic Tr

15 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Alphabet Inc · Meta Platforms Inc

271 positions · as of September 30, 2026 · Seagate Technology Holdings PLC · Microsoft Corp Common · Applied Finance, Valuation Large Cap ETF

22 positions · as of September 30, 2026 · SPDR Series Trust · SPDR Index Shs Fds · Ge Aerospace

160 positions · as of September 30, 2026 · Vanguard Index Fds · State Str SPDR S&P 500 ETF T · Schwab Strategic Tr

69 positions · as of September 30, 2026 · Microsoft Corp. · Meta Platforms, Inc. · Broadcom Inc.

145 positions · as of September 30, 2026 · Apple Inc · Select Sector SPDR Tr · Alphabet Inc

73 positions · as of June 30, 2024 · Wisdomtree Tr · Schwab Strategic Tr · SPDR Gold Tr

3 positions · as of June 30, 2026 · Rapport Therapeutics, Inc. · Septerna, Inc. · Maze Therapeutics, Inc.

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

126 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Invesco Exchange Traded Fd T

234 positions · as of June 30, 2026 · Dimensional U.s. Small Cap ETF · Dimensional U.s. Targeted Value ETF · Dimensional Us Large Capvalue ETF