Managers

74 positions · as of June 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Select Sector SPDR Tr

87 positions · as of June 30, 2026 · Ishares Tr · Broadcom Inc · Apple Inc

128 positions · as of September 30, 2026 · Alerian Mlp ETF · Microsoft Corporation · Goldman Sachs Growth Opportunities ETF

46 positions · as of June 30, 2026 · The Campbells Company · Ishares Tr · Crowdstrike Hldgs Inc

10 positions · as of June 30, 2026 · Chime Finl Inc · Figure Technology Solutio · Lyell Immunopharma Inc

67 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · T Rowe Price Exchange-traded

17 positions · as of September 30, 2018 · SPDR S&P 500 ETF Trust · Ramco-gershenson Properties · Kite Realty Group Trust

327 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Invesco Exch Traded Fd Tr Ii · First Tr Exchange-traded Fd

62 positions · as of September 30, 2026 · Nvidia Corporation · Select Sector SPDR Tr · Alphabet Inc

39 positions · as of September 30, 2026 · Apple Inc · Microsoft Corp · Crowdstrike Hldgs Inc

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

38 positions · as of March 31, 2026 · Vanguard Index Fds · Vanguard World Fd · State Str SPDR S&P 500 ETF T

184 positions · as of June 30, 2026 · Ishares Tr · Ishares Bitcoin Trust ETF · Lloyds Banking Group PLC

109 positions · as of September 30, 2026 · Alphabet Inc · Nvidia Corporation · Apple Inc

1018 positions · as of March 31, 2023 · Ishares Tr · Fidelity Covington Trust · Vaneck ETF Trust

58 positions · as of June 30, 2026 · Powershares Qqq Trust · Ishares Msci Eafe Fund · Ishares Russell 2000 Fund

126 positions · as of June 30, 2026 · Keysight Technologies Inc · Roku Inc · Bloom Energy Corp

35 positions · as of June 30, 2026 · Ishares Tr · Eqt Corp · Criteo S A

67 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · State Str SPDR S&P 500 ETF T

75 positions · as of June 30, 2026 · Sandisk Corp · Western Digital Corp · Seagate Technology Holdings Pub Ltd Co Ordinary Shares

96 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Capital Grp Fixed Incm ETF T

143 positions · as of March 31, 2024 · Ishares Tr · Nvidia Corporation · Vaneck ETF Trust

98 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Scottsdale Fds

133 positions · as of September 30, 2026 · Ishares Tr · Capital Group Growth ETF · First Tr Exchange Traded Fd