Managers

12 positions · as of June 30, 2026 · Ashland Inc · Aptiv PLC · Kirby Corp

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

688 positions · as of June 30, 2021 · Ishares Tr · Oasis Petroleum Inc · Amazon Com Inc

49 positions · as of June 30, 2026 · Dimensional Us Core Equity 2 ETF · Dimensional International Cr Eq Mkt ETF · Dimensional Emerging Core Equity Mkt ETF

3 positions · as of September 30, 2025 · Reservoir Media Inc · Global Indemnity Group LLC · Acv Auctions Inc

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

14 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Vanguard Intl Equity Index F

40 positions · as of June 30, 2026 · Vanguard Index Fds · J P Morgan Exchange Traded F · Vanguard Tax-managed Fds

55 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Fidelity Merrimack Str Tr

971 positions · as of June 30, 2023 · Ishares Tr · Goldman Sachs ETF Tr · J P Morgan Exchange Traded F

129 positions · as of September 30, 2026 · Tidal Trust Ii · Nvidia Corporation · Tesla Inc

41 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Intl Equity Index F · SPDR Index Shs Fds

2 positions · as of June 30, 2026 · Six Flags Entertainment Corp · Advance Auto Parts Inc

89 positions · as of June 30, 2026 · Ishares Tr · Compass Minerals Intl Inc · Stoneridge Inc

82 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · SPDR Series Trust · Alphabet Inc

54 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Select Sector SPDR Tr

1224 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

124 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Blackrock ETF Trust

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

29 positions · as of June 30, 2026 · Plains Gp Holdings Lp-cl · Achieve Life Sciences Inc · Corcept Therapeutics Inc

102 positions · as of June 30, 2026 · Goldman Sachs ETF Tr · Ishares Tr · SPDR Series Trust

86 positions · as of June 30, 2024 · Nvidia Corporation · Microsoft Corp · Apple Inc

98 positions · as of December 31, 2017 · Honeywell Intl Inc · Coca Cola Co · Pepsico Inc

70 positions · as of September 30, 2026 · Schwab International Equity ETF · Pgim Ultra Short Bond ETF · Schwab Us Large Cap Growth ETF