Managers

140 positions · as of September 30, 2026 · Vanguard Morningstar Value ETF · Vanguard Morningstar Growth ETF · Vanguard Morningstar Mid-cap Value ETF

97 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Invesco Qqq Tr

127 positions · as of September 30, 2026 · Vanguard Index Fds · Apple Inc · Vanguard Specialized Funds

398 positions · as of March 31, 2018 · Time Warner Ord · Nxp Semiconductors Ord · Csra Ord

56 positions · as of September 30, 2026 · Schwab Strategic Tr · Invesco Exch Trd Slf Idx Fd · Proshares Tr

103 positions · as of September 30, 2026 · Sprott Asset Management LP · Berkshire Hathaway Inc Del · Natural Resource Partners LP

3 positions · as of December 31, 2022 · Vanguard Scottsdale Fds · Vanguard Tax-managed Fds · Vanguard Intl Equity Index F

55 positions · as of March 31, 2015 · Twitter Inc · Sunpower Corp · Tesla Mtrs Inc

143 positions · as of September 30, 2026 · Schwab Strategic Tr · SPDR Series Trust · Ishares Tr

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

1602 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Schwab Strategic Tr

2 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Scottsdale Fds

195 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Select Sector SPDR Tr

75 positions · as of September 30, 2026 · Vanguard Mortgage-backed Securities ETF · Berkshire Hathaway Inc Del Cl B New · SPDR Gold Shares

74 positions · as of June 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · Vanguard Tax-managed Fds

2 positions · as of June 30, 2026 · Ishares Tr · Ishares Inc

214 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Ishares Inc

168 positions · as of September 30, 2026 · Ishares Tr · Oracle Corp · Select Sector SPDR Tr

3 positions · as of September 30, 2014 · Vanguard Us Total Stock Mkt · Vanguard Ftse Emerging Marke · Vanguard Total Intl Stock

31 positions · as of September 30, 2026 · Vanguard Index Fds · Dfa Invt Dimensions Group In · Vanguard Bd Index Fds

58 positions · as of June 30, 2025 · Ishares Tr · Vanguard Index Fds · Vanguard Tax-managed Fds

100 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Exchange Traded Fd T · Ishares Tr

20 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Specialized Funds

196 positions · as of September 30, 2025 · Invesco Exchange Traded Fd T · Schwab Strategic Tr · SPDR Ser Tr