Managers

4 positions · as of September 30, 2026 · Energy Transfer L P · Westrock Coffee Co · Cs Disco Inc

67 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Corning Inc

138 positions · as of June 30, 2017 · Franklin Electric Inc Com · Vanguard Information Technology ETF · Wells Fargo & Co New Common

121 positions · as of June 30, 2021 · Ishares Tr · Vanguard Index Fds · Vanguard Bd Index Fds

97 positions · as of June 30, 2026 · Carpenter Technology Inc · Synopsys, Inc · W.r. Berkley Corporation

114 positions · as of September 30, 2020 · Ishares Tr · Vanguard Charlotte Fds · Schwab Strategic Tr

45 positions · as of December 31, 2016 · Expedia Inc Del · Williams Cos Inc Del · Marathon Pete Corp

88 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Nvidia Corporation · Microsoft Corp

77 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Microsoft Corp

3 positions · as of June 30, 2026 · Sentinelone Inc · Bitgo Holdings Inc · Cyngn Inc

66 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr

49 positions · as of September 30, 2026 · American Centy ETF Tr · J P Morgan Exchange Traded F · First Tr Exchange-traded Fd

86 positions · as of September 30, 2025 · Strategy Shs · SPDR Series Trust · Select Sector SPDR Tr

95 positions · as of June 30, 2026 · Select Sector SPDR Tr · Microsoft Corp · Cisco Sys Inc

232 positions · as of September 30, 2026 · Ishares Tr · Northern Lts Fd Tr Iii · Blackrock ETF Trust

161 positions · as of September 30, 2026 · Vanguard Index Fds · State Str SPDR S&P 500 ETF T · Microsoft Corp

30 positions · as of June 30, 2026 · Fair Isaac Corp · Vanguard Whitehall Fds · SPDR Series Trust

42 positions · as of September 30, 2026 · Vanguard Index Fds · J P Morgan Exchange Traded F · Dimensional ETF Trust

118 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc · SPDR Series Trust

6 positions · as of June 30, 2026 · State Street SPDR S&P 500 ETF Trust · Invesco Qqq Trust Series 1 · State Street SPDR Bloomberg Short Term High Yield Bond ETF

126 positions · as of June 30, 2026 · Taiwan Semiconductor Manufact Sponsored Ads · Alphabet Inc Cap Stk Cl C · Archer Daniels Midland Co Com

240 positions · as of September 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · Vanguard Scottsdale Fds

364 positions · as of June 30, 2026 · SPDR Series Trust · Tjx Cos Inc New · Procter & Gamble Co

72 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr