Managers

121 positions · as of September 30, 2026 · Vanguard Index Fds · Alphabet Inc · Deere & Co

23 positions · as of June 30, 2026 · Mastercard Incorporated · Taiwan Semiconductor Mfg Ltd · Meta Platforms Inc

108 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · SPDR Series Trust

59 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Eli Lilly & Co

64 positions · as of September 30, 2024 · Ishares Tr · Walmart Inc · SPDR Ser Tr

168 positions · as of June 30, 2019 · Csx Corporation · Paypal Hldgs Inc Com · Western Asset Claymore Inflation Linked

128 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Admiral Fds Inc · Apple Inc

78 positions · as of September 30, 2026 · Schwab U.s. Broad Market ETF · Vanguard Morningstar Total Stock Market ETF · Ishares 0-3 Month Treasury Bond ETF

25 positions · as of June 30, 2022 · Pure Cycle Corp · Ishares Tr · Invesco Qqq Tr

143 positions · as of June 30, 2026 · Sch Us Div Equity ETF · Apple Inc · S P D R Trust Unit Sr

36 positions · as of September 30, 2026 · Nvidia Corporation · Ishares Tr · Alphabet Inc

31 positions · as of June 30, 2019 · SPDR S&P 500 ETF Tr · Schwab Strategic Tr · Vanguard Scottsdale Fds

10 positions · as of December 31, 2020 · Vanguard Ttl Stk · Ishs Brclys 7-10tsy · Vngrd Ftse Allwrd

103 positions · as of June 30, 2026 · Eli Lilly & Co · SPDR Series Trust · Vanguard Index Fds

49 positions · as of September 30, 2026 · Alps ETF Tr · Ishares Tr · First Tr Exchange-traded Fd

713 positions · as of December 31, 2018 · Schwab Strategic Tr · Invesco Exchange Traded Fd T · Ishares Tr

415 positions · as of December 31, 2022 · Technology Select Sector Spdrr ETF · SPDR Gold Shares ETF · Select Str Financial

8 positions · as of March 31, 2022 · Fleetcor Technologies Inc · Alkami Technology Inc · Liberty Broadband Corp

71 positions · as of June 30, 2026 · Innovator Etfs Trust · Select Sector SPDR Tr · J P Morgan Exchange Traded F

162 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Coca Cola Co

13 positions · as of June 30, 2025 · Consumer Portfolio Svcs Inc · Verizon Communications Inc · Kvh Inds Inc

242 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Schwab Strategic Tr

73 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr

66 positions · as of September 30, 2026 · Microsoft Corp · Berkshire Hathaway Inc Del · Costco Wholesale Corporation