Managers

29 positions · as of June 30, 2018 · Ishares Tr · Hilton Grand Vacations Inc · Perspecta Inc

43 positions · as of March 31, 2021 · Goodyear Tire & Rubber Co/the · Lumen Technologies Inc · Ryder System Inc

52 positions · as of September 30, 2026 · Ishares Tr · Vanguard Bd Index Fds · State Str SPDR S&P 500 ETF T

65 positions · as of September 30, 2026 · Applied Matls Inc · Dell Technologies Inc · Apple Inc

80 positions · as of September 30, 2026 · Ishares Tr · Flexshares Tr · Goldman Sachs ETF Tr

345 positions · as of June 30, 2026 · Lam Research Corp · Apple Inc · Alphabet Inc

1 positions · as of June 30, 2026 · Thomson Reuters Corp

54 positions · as of March 31, 2026 · Amazon.com Inc · Dow Inc · Apple Inc

402 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Ishares Tr

69 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Wisdomtree Tr

38 positions · as of June 30, 2026 · Ishares Tr · Watsco Inc · Cme Group Inc

66 positions · as of September 30, 2026 · Csx Corp · Entergy Corp · Norfolk Southern Corp

167 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · Janus Detroit Str Tr

2 positions · as of June 30, 2026 · Janus Detroit Street Trust-janus Henderson Aa-a Clo ETF · Janus Henderson Asset-backed Securities ETF

137 positions · as of September 30, 2026 · Dfa International Small C · SPDR Gold Mini ETF · Vanguard Extended Market

39 positions · as of September 30, 2026 · Blackrock ETF Trust · American Centy ETF Tr · SPDR Series Trust

149 positions · as of September 30, 2026 · Nvidia · Lam Research · Advanced Micro

105 positions · as of September 30, 2017 · Ishares Tr · SPDR S&P 500 ETF Tr · Vanguard Bd Index Fd Inc

56 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Wisdomtree Tr

250 positions · as of June 30, 2026 · Unified Ser Tr · Vanguard Index Fds · Ishares Tr

619 positions · as of June 30, 2026 · Vanguard Index Fds · Wisdomtree Tr · Capital Group Gbl Growth Eqt

132 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard World Fd · Invesco Qqq Tr

58 positions · as of June 30, 2026 · Ishares Tr · Vanguard World Fund · Vanguard Whitehall Fds

42 positions · as of September 30, 2025 · Pennant Group Inc · Integra Lifesciences Hldgs C · Neuropace Inc