Managers

114 positions · as of December 31, 2022 · Ishares Tr · Vanguard World Fds · Microsoft Corp

1159 positions · as of September 30, 2026 · Vanguard Russell 1000 Growth ETF · Franklin International Low Volatility High Dividend Index ETF · Ishares Core Dividend Growth ETF

33 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Vanguard Intl Equity Index F · Brookfield Corp

48 positions · as of June 30, 2026 · Qualcomm Inc · Transdigm Group Inc · Taiwan Semiconductor Mfg Ltd

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

23 positions · as of March 31, 2021 · Vanguard World Fd · Ishares Tr · SPDR Ser Tr

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

5 positions · as of June 30, 2018 · Credit Acceptance Corp · Aercap Holdings Nv · Baidu ADR Reptg Inc Class A

77 positions · as of September 30, 2026 · Apple Inc · Crowdstrike Hldgs Inc · Palo Alto Networks Inc

77 positions · as of September 30, 2026 · Apple Inc · Crowdstrike Hldgs Inc · Palo Alto Networks Inc

113 positions · as of June 30, 2026 · Apple Inc Com · Alphabet Inc · Ishares Msci Eafe ETF

132 positions · as of June 30, 2026 · Schwab U.s. Large-cap ETF · Schwab U.s. Small-cap ETF · Schwab International Equity ETF

86 positions · as of December 31, 2024 · Juniper Networks Inc · Airbnb Inc · Endeavor Group Hldgs Inc

24 positions · as of September 30, 2013 · Outerwall Inc · Shutterfly Inc · Western Un Co

133 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Vanguard Index Fds

125 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Tax-managed Fds

97 positions · as of June 30, 2026 · Ea Series Trust · Cambria ETF Tr · J P Morgan Exchange Traded F

143 positions · as of December 31, 2021 · Apple Inc · Mongodb Inc · Adyen N V Shs

23 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Ur-energy Inc · Denison Mines Corp

384 positions · as of June 30, 2023 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr

23 positions · as of September 30, 2016 · SPDR S&P 500 ETF Tr · Hrg Group Inc · Liberty Global PLC

66 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Exxon Mobil Corp

174 positions · as of September 30, 2026 · Nvidia Corporation · Ishares Tr · Microsoft Corp

130 positions · as of September 30, 2026 · Akre Focus ETF · Apple Inc · Berkshire Hathaway Class Class B