Managers

102 positions · as of September 30, 2026 · Nvidia Corporation · Microsoft Corp · Ishares Tr

75 positions · as of June 30, 2016 · Marketaxess Holdings Inc. · John Bean Technologies Corp. · Euronet Worldwide Inc.

4 positions · as of June 30, 2026 · Space Exploration Techn Corp · Innio Nv · Liftoff Mobile Inc

137 positions · as of September 30, 2026 · Apple Inc · Nvidia Corporation · Schwab Strategic Tr

6 positions · as of June 30, 2026 · Surgery Partners Inc · Ishares Tr · Talen Energy Corp

67 positions · as of December 31, 2022 · Vanguard Total Int'l Stock · Vanguard Short-term Bond · Vanguard Short-term Corp. Bond

539 positions · as of September 30, 2025 · Vanguard Total Stk Mkt · Vanguard Short Term Corp Bond Fd ETF · Vanguard Ftse Developed Markets ETF

37 positions · as of September 30, 2026 · Ishares Tr · Chevron Corporation · Vanguard Index Fds

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

84 positions · as of June 30, 2026 · Alphabet Inc-cl C · Apollo Global Management, Inc. · Syndax Pharmaceutical, Inc.

44 positions · as of September 30, 2026 · Schwab Strategic Tr · J P Morgan Exchange Traded F · Invesco Exch Traded Fd Tr Ii

37 positions · as of March 31, 2021 · Microsoft Corp · Apple Inc · Amazon Com Inc

106 positions · as of September 30, 2026 · Pgim Ultra Short Bond ETF · Vanguard Morningstar Total Stock Market ETF · Ishares Core S&P 500 ETF

20 positions · as of March 31, 2019 · Intel Corp · Air Lease Corp Cl A · Keysight Technologies Com

107 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Qqq Tr

34 positions · as of September 30, 2021 · Flexshares Trust Mornstar Usmkt ETF · Vanguard Large-cap Index Fund · Flexshares Trust M Star Dev Mkt ETF

197 positions · as of September 30, 2026 · Oreilly Automotive, Inc · Union Pac Corp · Dillard's Inc

70 positions · as of December 31, 2022 · Ishares Tr · Invesco Qqq Tr · Apple Inc

1 positions · as of June 30, 2025 · Wns Hldgs Ltd

218 positions · as of June 30, 2026 · Ishares Tr · Flexshares Tr · Vanguard Index Fds

14 positions · as of June 30, 2026 · Arrivent Biopharma, Inc. · Parabilis Medicines, Inc. · Maplebear, Inc.

80 positions · as of September 30, 2026 · Vanguard Index Fds · Capital Grp Fixed Incm ETF T · Capital Group Growth ETF

24 positions · as of September 30, 2026 · Vanguard Index Fds · Invesco Exch Traded Fd Tr Ii · Vanguard World Fd

513 positions · as of June 30, 2026 · Microsoft Corp · Nextera Energy Inc Com · Celestica Inc