Managers

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

36 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Ishares Tr

46 positions · as of September 30, 2026 · Cambria Foreign Shareholder Yield ETF · Ishares Msci Intl Quality Factor ETF · Pacer Us Cash Cows 100 ETF

8 positions · as of June 30, 2026 · SPDR Series Trust · Invesco Exch Traded Fd Tr Ii · Ssga Active ETF Tr

369 positions · as of September 30, 2026 · Invesco S&P · Wisdomtree Us · Vanguard Intermediate

76 positions · as of September 30, 2026 · Dimensional ETF Trust · Schwab Strategic Tr · Vanguard Index Fds

73 positions · as of June 30, 2026 · Ishares Expanded Tech-software Sector ETF · Charles Schwab Corp · Microsoft Corp Com

45 positions · as of June 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · Select Sector SPDR Tr

113 positions · as of September 30, 2026 · Nvidia Corporation · Ishares Tr · Barclays Bank PLC

5 positions · as of September 30, 2026 · Frontier Group Hldgs Inc · Allogene Therapeutics Inc · Netskope Inc

77 positions · as of June 30, 2026 · Microsoft Corp · Jpmorgan Chase & Co · Ameriprise Finl Inc

88 positions · as of September 30, 2026 · Apple Inc · Eli Lilly & Co · Microsoft Corp

24 positions · as of June 30, 2026 · Wheeler Real Estate Invt Tr · Kingsway Corp · Sound Finl Bancorp Inc

90 positions · as of September 30, 2026 · Ishares Tr · Capital Group Intl Focus Eqt · State Str SPDR S&P 500 ETF T

70 positions · as of September 30, 2026 · Ishares Tr · Pnc Finl Svcs Group Inc · Sprott Asset Management LP

176 positions · as of March 31, 2026 · Ishares Tr · Vanguard Index Fds · J P Morgan Exchange Traded F

217 positions · as of September 30, 2026 · Apple Inc · Nvidia Corp · SPDR S&P Global Infrastructure ETF

245 positions · as of September 30, 2021 · Schwab Us Large Cap ETF · Schwab Us Small Cap ETF · Schwab Us Mid Cap ETF

110 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Apple Inc

398 positions · as of September 30, 2026 · American Centy ETF Tr · Aim ETF Products Trust · Simplify Exchange Traded Fun

758 positions · as of June 30, 2022 · SPDR Sp 500 Ser.1 · Microsoft · Merck

54 positions · as of December 31, 2014 · Kingsway Finl Svcs Inc · First Financial Northwest In · Provident Finl Hldgs Inc

926 positions · as of September 30, 2026 · Ishares Tr · Simplify Exchange Traded Fun · SPDR Series Trust

87 positions · as of June 30, 2025 · Berkshire Hathaway Inc Del · Vanguard Intl Equity Index F · Ishares Tr