Managers

236 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Alphabet Inc

123 positions · as of June 30, 2026 · Ishares Tr · American Centy ETF Tr · Apple Inc

62 positions · as of September 30, 2026 · Ishares Tr · Procter & Gamble Co · Ishares Bitcoin Trust ETF

67 positions · as of September 30, 2026 · Apple Inc · Select Sector SPDR Tr · Southern Copper Corp

46 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Microsoft Corp · Apple Inc

172 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Berkshire Hathaway Inc Del · Vanguard Specialized Funds

209 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc

43 positions · as of June 30, 2026 · Dimensional ETF Trust · Pimco ETF Tr · Ea Series Trust

58 positions · as of June 30, 2026 · Ishares Core High Div · Vngrd Extended Mkt · Vngrd Morn Growth

461 positions · as of December 31, 2023 · Ishares Core · Ishares Msci · Ishares Tr

23 positions · as of June 30, 2026 · Rio Tinto PLC · Liberty Live Holdings Inc · Honeywell Aerospace Inc

176 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc. · Microsoft Corp

14 positions · as of September 30, 2026 · Apple Inc · Amazon Com Inc · Microsoft Corp

135 positions · as of June 30, 2026 · Vanguard World Fd · Ishares Tr · SPDR Series Trust

196 positions · as of September 30, 2024 · Ishares Tr · Schwab Strategic Tr · Invesco Exchange Traded Fd T

3 positions · as of September 30, 2023 · Progyny, Inc. · Pulmonx Corporation · Movella Holdings Inc.

10 positions · as of June 30, 2026 · Bicara Therapeutics Inc. · Nuvation Bio Inc. · Kestra Med Technologies Ltd

42 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Janus Detroit Str Tr

182 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Nvidia Corporation

98 positions · as of September 30, 2026 · Prosperity Bancshares Inc · Apple Inc · Microsoft Corp

10 positions · as of September 30, 2025 · Alphabet Inc · Microsoft Corp · Elevance Health Inc Formerly

137 positions · as of June 30, 2026 · Apple Inc · Microsoft Corporation · Alphabet Inc Cl A

4 positions · as of September 30, 2026 · Bitdeer Technologies Group · Micron Technology Inc · Applied Optoelectronics Inc

142 positions · as of June 30, 2023 · Ishares Tr · Vanguard Index Fds · Vanguard Whitehall Fds