Managers

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

190 positions · as of September 30, 2026 · Blackrock ETF Trust Ii · First Tr Exchng Traded Fd Vi · Neos ETF Trust

99 positions · as of June 30, 2026 · Apple Inc · Innovator Etfs Trust · Applied Matls Inc

23 positions · as of June 30, 2026 · Etfis Ser Tr I · J P Morgan Exchange Traded F · Trinity Cap Inc

51 positions · as of September 30, 2026 · Tidal Trust Ii · Ishares Tr · American Centy ETF Tr

39 positions · as of September 30, 2026 · Haemonetics Corp · Insight Enterprises Inc · Phinia Inc

49 positions · as of June 30, 2026 · Ishares Inc · Ishares Tr · Vanguard Index Fds

4 positions · as of June 30, 2026 · Natixis ETF Tr · Harris Oakmark ETF Trust

28 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Bd Index Fds · American Centy ETF Tr

50 positions · as of December 31, 2021 · Apple Inc · Microsoft Corp · Lowes Co

17 positions · as of September 30, 2026 · Berkshire Hathaway B · Micron Technology Inc. · Brookfield Corp

61 positions · as of September 30, 2026 · ETF Ser Solutions · SPDR Series Trust · Vanguard Tax-managed Fds

157 positions · as of June 30, 2026 · Myers Industries Inc · Park-ohio Holdings Corp · Ultra Clean Holdings Inc

99 positions · as of December 31, 2022 · Procter & Gamble · Pimco 1-5 Year U.s. Tips Index · Proshares Short S&P 500

69 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Invesco Exchange Traded Fd T

152 positions · as of June 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · First Tr Exchange Traded Fd

158 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · First Tr Exchange-traded Fd

56 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Star Fds

37 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Aim ETF Products Trust

51 positions · as of September 30, 2026 · Advanced Micro Devices I · Schwab U.s. Large-cap ETF · Schwab U.s. Mid-cap ETF

7 positions · as of December 31, 2021 · Jd.com Inc · Ke Hldgs Inc · Didi Global Inc

37 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · J P Morgan Exchange Traded F · Harbor ETF Trust

61 positions · as of June 30, 2026 · Apple Inc · Nvidia Corp · Broadcom Inc

126 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · American Centy ETF Tr · SPDR Series Trust