Managers

13 positions · as of June 30, 2026 · Taiwan Semiconductor Mfg Ltd · Amphenol Corp New · Transdigm Group Inc

106 positions · as of September 30, 2026 · Fidelity Covington Trust · Ishares Tr · Dimensional ETF Trust

34 positions · as of March 31, 2015 · Johnson And Johnson Com · General Mills · Telus Corp Com

94 positions · as of September 30, 2023 · Kite Rlty Group Tr · SPDR S&P 500 ETF Tr · Alphabet Inc

19 positions · as of September 30, 2026 · American Centy ETF Tr · Vanguard Scottsdale Fds · Fidelity Merrimack Str Tr

89 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

16 positions · as of June 30, 2026 · Kyverna Therapeutics Inc · Pyxis Oncology Inc · Taysha Gene Therapies Inc

117 positions · as of June 30, 2020 · Invesco Exch Trd Slf Idx Fd · Ishares Tr · Ulta Beauty Inc

226 positions · as of September 30, 2026 · Dimensional ETF Trust · Dfa Invt Dimensions Group In · Berkshire Hathaway Inc Del

69 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · First Tr Exchange-traded Fd

50 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Malvern Fds · Schwab Strategic Tr

309 positions · as of June 30, 2026 · Ishares Russell 2000 ETF · State Street SPDR S&P Mid-cap 400 ETF Trust · Nvidia Corp

67 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Vanguard Tax-managed Fds

105 positions · as of September 30, 2026 · Micron Technology Inc · Apple Computer Inc · Exxon Mobil Corp

12 positions · as of June 30, 2026 · Ishares Inc · Applovin Corp · Openlane Inc

67 positions · as of June 30, 2026 · Riot Platforms Inc · Cipher Digital Inc · Keel Infrastructure Corp

77 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Vanguard Index Fds · Vanguard Intl Equity Index F

48 positions · as of June 30, 2026 · Vodafone Group PLC · Abivax Sa · Uniqure Nv

79 positions · as of September 30, 2026 · Dimensional ETF Trust · Dfa Invt Dimensions Group In · J P Morgan Exchange Traded F

89 positions · as of September 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Nvidia Corporation

11 positions · as of June 30, 2026 · Bloom Energy Corp · Unity Software Inc · Cloudflare Inc

72 positions · as of December 31, 2024 · Schwab Strategic Tr · Ishares Tr · Sei Exchange Traded Funds

15 positions · as of June 30, 2026 · Blue Owl Capital Corporation · Golub Cap Bdc Inc · SPDR Series Trust

58 positions · as of September 30, 2026 · Invesco Exch Traded Fd Tr Ii · Ishares Tr · Pacer Fds Tr