Managers

115 positions · as of March 31, 2025 · Ishares Tr · Vanguard Index Fds · SPDR Ser Tr

174 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Ishares Tr · Apple Inc

59 positions · as of March 31, 2023 · Vanguard Index Fds · Vanguard Bd Index Fds · Vanguard Intl Equity Index F

196 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr

42 positions · as of September 30, 2026 · Dimensional ETF Trust · Dfa Invt Dimensions Group In · Ishares Tr

403 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Janus Henderson Aaa Clo ETF

341 positions · as of June 30, 2026 · Mckesson Corp · Ishares Tr · Amazon Com Inc

77 positions · as of September 30, 2026 · Ishares Tr · Fidelity Merrimack Str Tr · J P Morgan Exchange Traded F

92 positions · as of September 30, 2026 · Vanguard Tax-managed Fds · Invesco Exchange Traded Fd T · Morgan Stanley ETF Trust

95 positions · as of June 30, 2026 · Pacer Fds Tr · Ishares Tr · Vanguard Index Fds

28 positions · as of June 30, 2025 · SPDR Portfolio S&P 500 ETF · SPDR Portfolio S&P 1500 Compos · Janus Detroit Street Trust Jan

156 positions · as of September 30, 2026 · SPDR Series Trust · American Centy ETF Tr · Bondbloxx ETF Trust

86 positions · as of September 30, 2026 · Goldman Sachs ETF Tr · Nomura ETF Tr · Ishares Tr

877 positions · as of September 30, 2026 · First Trust ETF Iv First Trust Enhanced Short · Shelton Equity Premium Income ETF · Ft Vest Laddered Buffer ETF

56 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Specialized Funds · Vanguard Whitehall Fds

877 positions · as of June 30, 2026 · Nvidia Corporation · Apple Incorporated · Impax Global Sustainable Infrastructure ETF

24 positions · as of September 30, 2026 · Microsoft Ord · Cummins Ord · Automatic Data Processing Ord

202 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Pimco ETF Tr · Ishares Tr

40 positions · as of September 30, 2026 · Ishares S&P 500 Index · Invesco Qqq Trust · Schwab Us Large Cap Growth

24 positions · as of June 30, 2026 · Alphabet Inc · Micron Technology Inc · Nvidia Corporation

2450 positions · as of June 30, 2026 · Ishares Tr · Northern Lts Fd Tr Iv · Vanguard Index Fds

88 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · Schwab Strategic Tr

30 positions · as of September 30, 2015 · Istar Inc · Pennsylvania Rl Estate Invt · Geo Group Inc New

42 positions · as of September 30, 2026 · Alphabet Cl. A · Nvidia · Microsoft