Managers

2 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Bitcoin Trust ETF

56 positions · as of September 30, 2026 · Proshares Tr · Fidelity Covington Trust · Micron Technology Inc

7 positions · as of September 30, 2026 · Kestra Med Technologies Ltd · Mineralys Therapeutics Inc · Avalyn Pharmaceuticals Inc

192 positions · as of March 31, 2019 · Facebook Inc Cl A · SPDR S&P 500 ETF · Visa Inc

72 positions · as of September 30, 2026 · Select Sector SPDR Tr · Ishares Tr · Neos ETF Trust

78 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Trust For Professional Manag

12 positions · as of June 30, 2026 · Hilton Worldwide Hldgs Inc · Taiwan Semiconductor Manufac · Linde PLC

58 positions · as of September 30, 2026 · Vanguard Index Fds · Nvidia Corporation · Ishares Tr

30 positions · as of September 30, 2026 · Select Sector SPDR Tr · Vanguard World Fd · First Tr Exchange-traded Fd

123 positions · as of December 31, 2020 · Ishares Tr · Apple Inc · Amazon Com Inc

34 positions · as of March 31, 2020 · Brighthouse Financial Inc. · Herc Holdings Inc. · Univar Solutions Inc.

89 positions · as of September 30, 2026 · Ishares Tr · Abbvie Inc · SPDR Gold Tr

98 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Wisdomtree Tr

88 positions · as of June 30, 2026 · Alphabet Incorporated Cap Stk Class C · Nvidia Corp · Amazon Com Inc

132 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Alphabet Inc · Apple Inc

24 positions · as of September 30, 2026 · Taiwan Semiconductor Manufac · Alphabet Inc · Nvidia Corporation

31 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Advanced Micro Devices Inc

135 positions · as of September 30, 2026 · Blackrock ETF Trust · Ishares Tr · Vanguard Scottsdale Fds

21 positions · as of March 31, 2024 · Vanguard Tax-managed Fds · Ishares Tr · Vericel Corporation

35 positions · as of September 30, 2026 · SPDR Series Trust · Humana Inc · Johnson & Johnson

632 positions · as of June 30, 2026 · Sprott Asset Management LP Physical Gold Tr · State Street Utilities Select Sector SPDR ETF · Sprott Asset Management LP Physical Silver

138 positions · as of September 30, 2023 · SPDR S&P 500 ETF Tr · Invesco Qqq Tr · Nuveen New York Amt Qlt Muni

167 positions · as of June 30, 2026 · Ishares Tr · Vanguard World Fd · SPDR Series Trust

60 positions · as of September 30, 2023 · Ishares Tr · Dimensional ETF Trust · SPDR Ser Tr