Managers

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

7 positions · as of December 31, 2012 · Safety Insurance Group Inc. · Merck & Co Inc · Microsoft Corp.

108 positions · as of December 31, 2024 · Schwab Strategic Tr · Ishares Tr · SPDR Ser Tr

45 positions · as of December 31, 2018 · Alphabet Inc · Berkshire Hathaway Inc Del · Brookfield Asset Mgmt Inc

127 positions · as of September 30, 2026 · Wisdomtree Tr · Schwab Strategic Tr · Fidelity Merrimack Str Tr

15 positions · as of June 30, 2026 · Nu Hldgs Ltd · Alphabet Inc · Carvana Co

76 positions · as of June 30, 2026 · Amazon Com Inc · Goldman Sachs Group Inc · Apple Inc

47 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · SPDR Index Shs Fds

2 positions · as of June 30, 2026 · Stubhub Hldgs Inc · Klarna Group PLC

304 positions · as of June 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · SPDR Series Trust

59 positions · as of June 30, 2026 · T Rowe Price Blue Chip Growth ETF · Taiwan Semiconductor Manufacturing Co Ltr ADR · Alphabet Inc. Class A

125 positions · as of March 31, 2023 · Apple Inc · Ishares Tr · J P Morgan Exchange Traded F

93 positions · as of September 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · Vanguard Bd Index Fds

115 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Fidelity Covington Trust

134 positions · as of June 30, 2026 · Ea Series Trust · First Tr Exchng Traded Fd Vi · Nvidia Corporation

35 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Broadcom Inc

80 positions · as of June 30, 2021 · Apple Inc · Microsoft Corp · Advanced Micro Devices Inc

51 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Star Fds

152 positions · as of September 30, 2024 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Ishares Gold Tr

49 positions · as of June 30, 2019 · Invesco Qqq Trus · SPDR S&P 500 ETF · Ishares Msci Eaf

67 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Advanced Micro Devices Inc · Palo Alto Networks Inc

151 positions · as of June 30, 2026 · Apple Inc · State Street SPDR S&P 500 ETF Trust · Nvidia Corp

87 positions · as of September 30, 2026 · Apple Inc. · Vanguard Dividend Appreciation · Microsoft Corp.

113 positions · as of June 30, 2026 · Zto Express Cayman Inc · Dorman Prods Inc · Interface Inc