Managers

1 positions · as of June 30, 2026 · Adapthealth Corp

101 positions · as of June 30, 2026 · Ishares Tr · SPDR Ser Tr · Blackrock ETF Trust

940 positions · as of September 30, 2025 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr

60 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Index Fds

79 positions · as of June 30, 2026 · Nvidia Corporation Com · Lam Research Corp Com New · State Street SPDR Bloomberg Investment Grade Floating Rate ETF

41 positions · as of September 30, 2026 · Micron Technology Inc · Taiwan Semiconductor Manufac · Warner Bros Discovery Inc

86 positions · as of June 30, 2026 · Schwab Funds Value Adv · Jp Morgan Enhanced Index · Scudder Vit Equity 500 Index

302 positions · as of September 30, 2026 · Jpmorgan Ultra-short Income ETF · Apple Inc Com · Goldman Sachs Ultra Short Bond ETF

16 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · J P Morgan Exchange Traded F

75 positions · as of June 30, 2024 · Ishares Tr · SPDR Ser Tr · Vanguard Index Fds

134 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Coca Cola Co Com · Sonoco Prods Co Com

111 positions · as of June 30, 2026 · Vanguard Index Fds · Perspective Therapeutics Inc · United Bankshares Inc West V

81 positions · as of September 30, 2020 · Ishares Msci Usa Min Vol Factor ETF · Ishares Core U.s. Aggregate Bond ETF · Ishares Core S&P U.s. Growth ETF

144 positions · as of March 31, 2021 · Apple Inc · Microsoft Corp · Jpmorgan Chase & Co

131 positions · as of September 30, 2026 · Northern Lts Fd Tr Iii · SPDR Series Trust · Aim ETF Products Trust

102 positions · as of September 30, 2026 · Targa Res Corp · Amazon Com Inc · Novo-nordisk A S ADR

1 positions · as of December 31, 2025 · Diamondback Energy, Inc.

64 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

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

76 positions · as of June 30, 2026 · Nvidia Corporation · Neos ETF Trust · Broadcom Inc

117 positions · as of September 30, 2026 · Alphabet Inc · Microsoft Corp · Wisdomtree Tr

73 positions · as of September 30, 2026 · Jpmorgan Chase & Co · Vanguard Index Fds · Caterpillar Inc

3 positions · as of June 30, 2026 · Figure Technology Solutions Inc. · Miami International Holdings Inc. · Forward Industries Inc.

149 positions · as of September 30, 2026 · Pimco Equity Ser · Ishares Tr · Space Exploration Techn Corp