Managers

111 positions · as of December 31, 2019 · Procter & Gamble · Apple Inc · Ishares Core S&P Mid-cap ETF

106 positions · as of September 30, 2026 · ETF Opportunities Trust · Ishares Tr · C H Robinson Worldwide In

143 positions · as of September 30, 2026 · Lilly Eli & Co · State Street SPDR S&P 500 ETF Trust · Ishares Core S&P Us Value ETF

25 positions · as of September 30, 2026 · Ishares Tr · Global X Fds · Wisdomtree Tr

51 positions · as of September 30, 2026 · Schwab Strategic Tr · American Centy ETF Tr · Apple Inc

166 positions · as of March 31, 2026 · SPDR Series Trust · World Gold Tr · Ishares Tr

57 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Invesco Actively Managed Exc

71 positions · as of September 30, 2026 · Alphabet Inc · Microsoft Corp · Amazon Com Inc

86 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Pgim ETF Tr

76 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Apple Inc

21 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Ge Vernova Inc

111 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Danaher Corp Del

160 positions · as of September 30, 2026 · Vanguard Index Fds · SPDR Series Trust · First Tr Exchange-traded Fd

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

473 positions · as of September 30, 2026 · Capital Group Dividend Value · Invesco Exch Traded Fd Tr Ii · Invesco Exchange Traded Fd T

109 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Ishares Inc

168 positions · as of June 30, 2024 · Ishares Tr · SPDR Index Shs Fds · Microsoft Corp

184 positions · as of December 31, 2017 · Exxon Mobil · Microsoft · Abbott Labs

192 positions · as of September 30, 2026 · Vanguard S&P 500 · Ishares Core S&P 500 ETF · St Str SPDR S&P 500 ETF

16 positions · as of March 31, 2026 · Microsoft Corporation · Verisign, Inc. · Adobe Inc.

90 positions · as of June 30, 2021 · Ishares Tr · Invesco Qqq Tr · SPDR S&P 500 ETF Tr

46 positions · as of June 30, 2026 · Seagate Technology Hldngs Pl · Corning Inc · Guardian Metal Res PLC

39 positions · as of September 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Vanguard Scottsdale Fds

134 positions · as of March 31, 2025 · Ishares Tr · SPDR Gold Tr · Schwab Strategic Tr