Managers

7 positions · as of June 30, 2026 · Barnes & Noble Ed Inc · Five Point Holdings LLC · Universal Electrs Inc

25 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Scottsdale Fds · Vanguard Mun Bd Fds

30 positions · as of September 30, 2020 · Danaher Corporation · Apple Inc · Amazon Com Inc

25 positions · as of June 30, 2026 · Enterprise Prods Partners L · Energy Transfer L P · Blackstone Inc

48 positions · as of September 30, 2026 · Vanguard Tax-managed Fds · Invesco Qqq Tr · Invesco Exchange Traded Fd T

91 positions · as of June 30, 2026 · Vaneck ETF Trust · Ishares Tr · Nvidia Corporation

106 positions · as of September 30, 2021 · Schwab Strategic Tr · Wisdomtree Tr · Ishares Tr

74 positions · as of September 30, 2026 · Alphabet Inc Cap Stk Cl A · Microsoft Corp Com · Asml Hldg Nv N Y Registry Shs

84 positions · as of September 30, 2026 · Ishares Tr · Davis Fundamental ETF Tr · Vanguard Index Fds

197 positions · as of March 31, 2023 · Procter & Gamble Co Com · Vanguard High Div Yld ETF · Invesco Exchange Traded Fd Tr S&P500 Eql Wgt ETF

192 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Capital Group Growth ETF · Capital Group Dividend Value

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

61 positions · as of September 30, 2026 · Vanguard Index Fds · Capital Group Growth ETF · Dimensional ETF Trust

101 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Alphabet Inc · Berkshire Hathaway Inc Del

180 positions · as of December 31, 2016 · Bill 01/05/17 · Bank Of America Corp · Amazon Com Inc

17 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Myr Group Inc · Ati Inc

84 positions · as of September 30, 2026 · ETF Ser Solutions · Nvidia Corporation · Microsoft Corp

10 positions · as of June 30, 2026 · Innoviva Inc · Ironwood Pharmaceuticals Inc · Amarin Corp PLC

104 positions · as of September 30, 2025 · Ishares Tr · Apple Inc · Pimco ETF Tr

195 positions · as of March 31, 2025 · Ishares Tr · SPDR Ser Tr · Berkshire Hathaway Inc Del

72 positions · as of September 30, 2026 · Vanguard Whitehall Fds · Vanguard Specialized Funds · Vanguard Index Fds

71 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr

21 positions · as of September 30, 2025 · Mastercard · Edwards · Ptc

193 positions · as of March 31, 2026 · Dimensional ETF Trust · Vanguard Scottsdale Fds · American Centy ETF Tr