Managers

102 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

324 positions · as of June 30, 2026 · Ishares Tr · Gmo ETF Trust · Invesco Qqq Tr

1474 positions · as of June 30, 2026 · Vanguard Index Fds · Wisdomtree Tr · Ishares Tr

12 positions · as of September 30, 2015 · Antero Resources Inc.(1)(2) · Laredo Petroleum Holdings, Inc. · China Biologic Prods., Inc.

408 positions · as of June 30, 2026 · Nvidia Corporation · Micron Technology Inc · Alphabet Inc

1955 positions · as of June 30, 2013 · Exxon Mobil Corp Com Npv · Apple Computer Co Com Npv · Microsoft Corp Com Usd0.0000125

732 positions · as of March 31, 2014 · Apple Inc · Wells Fargo & Co · Jpmorgan Chase & Co

657 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

2303 positions · as of June 30, 2026 · Ishares Tr · Umb Finl Corp · Apple Inc

806 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Index Fds

41 positions · as of June 30, 2026 · Flex Ltd · Johnson Controls International PLC · Nrg Energy, Inc.

636 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · State Str SPDR S&P 500 ETF T

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

50 positions · as of June 30, 2026 · Meta Platforms Inc · PG&E Corp · Vaneck ETF Trust

865 positions · as of June 30, 2026 · Nvidia Corp · Microsoft Corp · Taiwan Semiconductor - Sp ADR

28 positions · as of March 31, 2018 · Ishares Tr · Vanguard Tax Managed Intl Fd · Vanguard Intl Equity Index F

593 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

3559 positions · as of September 30, 2026 · Ishares Tr · Vanguard Specialized Funds · Vanguard Index Fds

231 positions · as of June 30, 2026 · Nvidia Corporation · Microsoft Corp · Alphabet Inc

276 positions · as of June 30, 2026 · Robinhood Markets Inc - A · Advanced Micro Devices · Tesla Inc

793 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Vaneck ETF Trust

27 positions · as of June 30, 2026 · Amazon Com Inc · Micron Technology Inc · Taiwan Semiconductor Manufac

4087 positions · as of June 30, 2026 · Ishares Tr · Vaneck ETF Trust · Chevron Corporation

616 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Alphabet Inc