Managers

13 positions · as of June 30, 2026 · Interactive Brokers Group In · Heico Corp New · Api Group Corp

329 positions · as of March 31, 2015 · Ishares Core S&P Mid-cap ETF · Ishares Msci Eafe Growth Index · Ishares Core S&P Small-cap ETF

66 positions · as of December 31, 2021 · Ishares Tr · Alibaba Group Hldg Ltd · PG&E Corp

2 positions · as of June 30, 2026 · Robinhood Mkts Inc · Bitwise Solana Staking ETF

33 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Ishares Tr · Vanguard Index Fds

6 positions · as of June 30, 2026 · Block H & R Inc · Carmax Inc · Constellation Brands Inc

54 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · Vanguard World Fd

32 positions · as of June 30, 2026 · Novartis Ag · Astrazeneca PLC · Hsbc Hldgs PLC

61 positions · as of September 30, 2026 · Vanguard Index Fds · Alphabet Inc · Nvidia Corporation

70 positions · as of September 30, 2026 · Vanguard Index Fds · Goldman Sachs ETF Tr · Invesco Qqq Tr

86 positions · as of September 30, 2026 · Micron Technology Inc · Nvidia Corporation · Bloom Energy Corp

102 positions · as of March 31, 2022 · Apple Inc Com · Monolithic Pwr Sys Inc Com · Nvidia Corporation Com

140 positions · as of June 30, 2026 · Vanguard Index Fds · Select Sector SPDR Tr · Apple Inc

92 positions · as of June 30, 2026 · Apple Inc · Alphabet Inc Cl A · Johnson & Johnson

242 positions · as of June 30, 2026 · Akamai Technologies Inc · Firstenergy Corp · Five9 Inc

62 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · First Tr Morningstar Div Lea

47 positions · as of September 30, 2026 · Royal Gold Inc · World Gold Tr · Agnico Eagle Mines Ltd

79 positions · as of September 30, 2026 · Wisdomtree Tr · Vaneck ETF Trust · Schwab Strategic Tr

50 positions · as of September 30, 2026 · Schwab Strategic Tr · Pacer Fds Tr · Ishares Tr

14 positions · as of September 30, 2026 · Ishares Tr · Vanguard Intl Equity Index F · Vanguard Index Fds

74 positions · as of June 30, 2025 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

224 positions · as of December 31, 2025 · Apple Inc Com · Ishares Core S&P 500 ETF · Aptus Collared Investment Opportunity ETF

1 positions · as of June 30, 2026 · Chime Finl Inc

38 positions · as of June 30, 2026 · Apple Inc. · Jp Morgan Chase & Co · Meta Platforms Inc.