Managers

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

7 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Space Exploration Techn Corp · Vaneck ETF Trust

246 positions · as of September 30, 2021 · Ishares Tr · First Tr Exchng Traded Fd Vi · Vanguard Index Fds

4 positions · as of September 30, 2026 · Qvc Group Inc · New Fortress Energy Inc · Grupo Aeromexico Sab De Cv

151 positions · as of June 30, 2026 · Ishares Bitcoin Trust ETF · Seagate Technology Hldngs Pl · Alphabet Inc

122 positions · as of September 30, 2026 · Global X Fds · First Tr Exchng Traded Fd Vi · Vanguard Index Fds

103 positions · as of September 30, 2026 · Nvidia Corporation · Dimensional ETF Trust · Eli Lilly & Co

80 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

212 positions · as of December 31, 2025 · Ishares Core S&P Total U.s. Stock Market ETF · Victoryshares Free Cash Flow ETF · Ishares Core Msci Total International Stock ETF

124 positions · as of September 30, 2026 · Ishares Tr · Franklin Templeton ETF Tr · Vanguard Index Fds

207 positions · as of June 30, 2026 · Walmart Inc · ETF Ser Solutions · First Tr Exchange Traded Fd

374 positions · as of June 30, 2014 · Ishares S&P 500 Growth Et · Ishares Russell 2000 Grow · Ishares Msci Eafe Small-cap

91 positions · as of September 30, 2026 · Nvidia Corporation · Ishares Tr · Advanced Micro Devices Inc

156 positions · as of June 30, 2026 · Vanguard Morningstar Total Stock Market ETF · Vanguard Short Term Corp Bd ETF #3145 · Apple Inc

307 positions · as of March 31, 2016 · Berkshire Hathaway Inc Del Cl B New · Berkshire Hathaway Inc Del Cl A · Visa Inc

96 positions · as of June 30, 2026 · Caterpillar Incorporated · Innovator Defined Wealth Shld ETF · Cisco Systems Incorporated

197 positions · as of June 30, 2013 · Ishares Tr · Rydex ETF Trust · SPDR S&P 500 ETF Tr

120 positions · as of June 30, 2026 · Invesco Exch Trd Slf Idx Fd Tr · Select Sector SPDR Tr · Ishares Tr

5 positions · as of September 30, 2026 · Klaviyo Inc · Lifestance Health Group Inc · A K A Brands Hldg Corp

205 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Apple Inc

58 positions · as of March 31, 2021 · Jp Morgan Chase & Co. · Johnson Controls International · Raytheon Technologies Corp.

32 positions · as of September 30, 2026 · Ishares Tr · Molina Healthcare Inc · Uber Technologies Inc

134 positions · as of June 30, 2026 · Ishares Tr · SPDR Gold Tr · Nvidia Corporation

129 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Dimensional ETF Trust