Managers

177 positions · as of March 31, 2026 · First Trust Value Dividend Index ETF · Vanguard Growth ETF · Apple Inc

104 positions · as of June 30, 2026 · Goldman Sachs ETF Tr · Berkshire Hathaway Inc Del · Coca-cola Europacific Partne

99 positions · as of June 30, 2026 · SPDR Series Trust · J P Morgan Exchange Traded F · Ishares Tr

90 positions · as of December 31, 2025 · Vanguard Scottsdale Fds · Ishares Tr · Ge Aerospace

19 positions · as of June 30, 2026 · Booking Holdings Inc · Airbnb Inc · Nu Hldgs Ltd

31 positions · as of June 30, 2024 · Invesco Exch Trd Slf Idx Fd · First Tr Exchange-traded Fd · Invesco Exch Traded Fd Tr Ii

77 positions · as of September 30, 2026 · Direxion Shares ETF Trust · Ishares Tr · Vanguard Scottsdale Fds

139 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

81 positions · as of June 30, 2026 · SPDR S&P 500 ETF Trust · Invesco Qqq Tr Unit Ser 1 · Vanguard Total Intl Stock Index Fd ETF Shs

26 positions · as of June 30, 2026 · Amazon Com Inc · Academy Sports & Outdoors In · Group 1 Automotive Inc

43 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Vanguard World Fd

38 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Scottsdale Fds

51 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Microsoft Corp

59 positions · as of September 30, 2026 · Proshares Tr · Ishares Tr · J P Morgan Exchange Traded F

175 positions · as of September 30, 2016 · Wells Fargo & Co New · Microsoft Corp · Kinder Morgan Inc Del

153 positions · as of June 30, 2026 · Avantis U.s. Equity ETF · Avantis International Equity ETF · Ishares 0-3 Month Treasury Bond ETF

90 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Apple Inc · Nvidia Corp

43 positions · as of June 30, 2026 · Comfort Sys Usa Inc · Sterling Infrastructure Inc · Lam Research Corporation Cmn

57 positions · as of June 30, 2026 · Pimco Multisector Bond Active Exchange-traded Fund · Capital Group U.s. Multi-sector Income ETF · Berkshire Hathaway Inc Del Cl B New

76 positions · as of September 30, 2026 · Technology Select Sect SPDR · Financial Select Sector SPDR · Comm Serv Select Sector SPDR

3 positions · as of June 30, 2026 · Liberty Media Corp Del · Trane Technologies PLC · Honeywell Aerospace Inc

25 positions · as of June 30, 2026 · Texas Pacific Land Corporati · Natera Inc · Taiwan Semiconductor Manufac

23 positions · as of September 30, 2026 · Alphabet Inc · Deere & Co · Berkshire Hathaway Inc Del

71 positions · as of June 30, 2025 · Apple Inc · Abbvie Inc · SPDR Portfolio