Managers

80 positions · as of June 30, 2026 · Micron Technology Inc · Alphabet Inc · Taiwan Semiconductor Manufac

48 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Intl Equity Index F · Ishares Tr

76 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Vanguard Intl Equity Index F

16 positions · as of June 30, 2026 · Interactive Brokers Group In · Zillow Group Inc · Upwork Inc

81 positions · as of September 30, 2026 · Nvidia Corporation · Warrior Met Coal Inc · Qualcomm Inc

152 positions · as of June 30, 2026 · Ishares Tr · Profesionally Managed Portfo · First Tr Exch Traded Fd Iii

244 positions · as of June 30, 2026 · Energy Transfer L P · Western Midstream Partners L · Enterprise Prods Partners L

153 positions · as of December 31, 2024 · Ishares Tr · Ishares U S ETF Tr · First Tr Exchange-traded Fd

1617 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index · Invesco Exch Traded Fd Tr I

91 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Intl Equity Index F

1 positions · as of September 30, 2026 · Golar Lng Limited

55 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Exch Traded Fd Tr Ii

182 positions · as of September 30, 2026 · Price T Rowe Group Inc · SPDR Series Trust · Alphabet Inc

35 positions · as of September 30, 2026 · Alphabet Inc Cap Stk Cl C · Meta Platforms Inc Cl A · Intel Corp

125 positions · as of September 30, 2026 · Alphabet Inc · Nvidia Corp · Newmont Corp

18 positions · as of June 30, 2016 · Mondelez Intl Inc · Intuit · Pepsico Inc

36 positions · as of September 30, 2026 · Royal Bank Of Canada · Bank Of Montreal · Nvent Electric

44 positions · as of June 30, 2026 · Dim U.s. Core Eqy 2 · Dim Global Core Plus Fixed Inc · Dim Intl Core Eqy 2

190 positions · as of September 30, 2026 · Dell Technologies Inc · Global X Fds · Nvidia Corporation

77 positions · as of September 30, 2026 · Alphabet Inc · Crowdstrike Hldgs Inc · Broadcom Inc

143 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Schwab Strategic Tr

371 positions · as of June 30, 2026 · Idea Acquisition Corp · Churchill Cap Corp Xii · Tge Value Creative Solutions

35 positions · as of June 30, 2026 · Southern First Bancshares · Qcr Hldgs Inc · California Bancorp

5 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Aris Mining Corporation · Alamos Gold Inc