Managers

221 positions · as of June 30, 2026 · Matador Resources Co · Apple Computer Inc · Microsoft Corp

7 positions · as of March 31, 2025 · Zto Express Cayman Inc · Kanzhun Limited · Qifu Technology Inc

48 positions · as of June 30, 2026 · Vanguard World Fd · Ishares Tr · Vanguard Tax-managed Fds

58 positions · as of September 30, 2025 · Ishares Tr · Vanguard Index Fds · Blackrock ETF Trust

162 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Ishares Tr · Apple Inc

56 positions · as of September 30, 2022 · Vanguard Index Fds · Vanguard Admiral Fds Inc · Vanguard Intl Equity Index F

40 positions · as of June 30, 2026 · Vanguard Malvern Fds · Goldman Sachs ETF Tr · American Centy ETF Tr

47 positions · as of June 30, 2026 · Tlt · Ishares Tr Lehman Bd Fd · Ief

68 positions · as of June 30, 2026 · Ishares Tr · Vanguard Intl Equity Index F · Vanguard Index Fds

106 positions · as of September 30, 2026 · Ishares Tr · Innovator Etfs Trust · Schwab Strategic Tr

21 positions · as of December 31, 2016 · Alphabet Inc · Apple Inc · Nike Inc

348 positions · as of March 31, 2017 · Schwab Strategic Tr · Wal-mart Stores Inc · Hunt J B Trans Svcs Inc

128 positions · as of June 30, 2014 · Ing Groep Nv · Apple · Jp Morgan

84 positions · as of June 30, 2026 · Applied Matls Inc · Microsoft Corp · Marathon Pete Corp

793 positions · as of June 30, 2024 · First Trust · Invesco Qqq · SPDR S&P

38 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · J P Morgan Exchange Traded F

89 positions · as of June 30, 2026 · SPDR Series Trust · Vanguard Scottsdale Fds · Ishares Tr

106 positions · as of September 30, 2026 · Janus Detroit Str Tr · Schwab Strategic Tr · J P Morgan Exchange Traded F

45 positions · as of March 31, 2024 · Vanguard Index Fds · Vanguard Star Fds · Dimensional ETF Trust

15 positions · as of June 30, 2026 · Lumentum Hldgs Inc · Sandisk Corp · Micron Technology Inc

118 positions · as of September 30, 2026 · Ishares Tr · Capital Group Dividend Value · Apple Inc

38 positions · as of December 31, 2021 · Kennedy Wilson Hldgs · Brandywine Realty Trust · Healthcare Trust Of America

77 positions · as of June 30, 2026 · Nam Tai G63907-10-2 Private · Advanced Micro Devices Inc · Helios Technologies Inc

570 positions · as of June 30, 2026 · Strive Enhanced Income Short Maturity ETF · Eldridge Aaa Clo ETF · Vanguard Russell 2000 ETF