Managers

19 positions · as of June 30, 2026 · Eqt Corp · Ubs Select Govt Instl Fd · Net Power Inc Cl A

120 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Vanguard Admiral Fds Inc

20 positions · as of December 31, 2015 · Vanguard Index Fds · Vanguard Bd Index Fd Inc · Vanguard Tax Managed Intl Fd

42 positions · as of June 30, 2023 · Vanguard Russell 1000 Growth ETF · Vaneck Morningstar Wide Moat ETF · Wisdomtree Europe Quality Div Gr ETF

19 positions · as of September 30, 2026 · Axt Inc · Meta Platforms Inc · Advanced Micro Devices Inc

678 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Schwab Strategic Tr

132 positions · as of June 30, 2026 · First Tr Exchng Traded Fd Vi · Apple Inc · Invesco Exch Trd Slf Idx Fd

24 positions · as of June 30, 2026 · Viatris Inc · Pfizer Inc · Mohawk Inds Inc

63 positions · as of September 30, 2026 · Apple Inc · Nvidia Corporation · Alphabet Inc Cap Stk

17 positions · as of September 30, 2018 · Enterprise Prods Partners L · Qep Res Inc · Plains Gp Hldgs L P

156 positions · as of June 30, 2026 · Vanguard Index Fds · Select Sector SPDR Tr · Vanguard Specialized Funds

84 positions · as of September 30, 2026 · Alphabet Inc · Microsoft Corp · Meta Platforms Inc

29 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Star Fds · Vanguard Bd Index Fds

68 positions · as of September 30, 2026 · SPDR Series Trust · Schwab Strategic Tr · Vanguard Tax-managed Fds

75 positions · as of September 30, 2026 · Apple Inc · Nvidia Corporation · Invesco Qqq Tr

33 positions · as of June 30, 2026 · Tg Therapeutics Inc · Precigen Inc · National Energy Services Reu

23 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Apple Inc

1061 positions · as of September 30, 2026 · Invesco Exch Traded Fd Tr Ii · Schwab Strategic Tr · Invesco Exchange Traded Fd T

72 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Taiwan Semiconductor Manufac

36 positions · as of June 30, 2026 · Wisdomtree Tr · Invesco Exchange Traded Fd T · Fidelity Covington Trust

96 positions · as of June 30, 2026 · Vanguard World Fd · Invesco Qqq Tr · Aim ETF Products Trust

131 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Invesco Qqq Tr

747 positions · as of June 30, 2025 · Biosig Technologies Inc · First Tr Exchng Traded Fd Vi · Neovolta Inc

66 positions · as of June 30, 2026 · Apple Inc · Palantir Technologies Inc · Bank America Corp