Managers

70 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Index Fds

184 positions · as of June 30, 2025 · Ducommun Inc · Nathan's Famous Inc · Myers Industries Inc

52 positions · as of September 30, 2026 · Select Sector SPDR Tr · Alphabet Inc · Apple Inc

24 positions · as of September 30, 2026 · Dimensional ETF Trust · Dfa Invt Dimensions Group In · Vanguard Charlotte Fds

51 positions · as of June 30, 2026 · Praxis Precision Medicines I · Maplight Therapeutics Inc · Sutro Biopharma Inc

106 positions · as of June 30, 2016 · Proshares Tr Pshs Lc Cor Plus · Quest Diagnostics Inc · Iron Mtn Inc

74 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Tax-managed Fds

40 positions · as of June 30, 2024 · Ishares Core Msci Eafe ETF · Vanguard Total Stock Market ETF · Ishares Core Msci Emerging Markets ETF

166 positions · as of September 30, 2018 · Ishares Tr · Select Sector SPDR Tr · SPDR S&P 500 ETF Tr

36 positions · as of June 30, 2026 · Progyny Inc · Cracker Barrel Old Country Sto · Pubmatic

37 positions · as of March 31, 2020 · Servicenow Inc · Workday Inc · Twitter Inc

8 positions · as of June 30, 2026 · Makemytrip Limited Mauritius · Itau Unibanco Hldg S A · Ishares Inc

83 positions · as of June 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Lockheed Martin Corp

81 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Scottsdale Fds · State Str SPDR S&P 500 ETF T

174 positions · as of December 31, 2024 · Schwab Strategic Tr · Microsoft Corp · Apple Inc

88 positions · as of June 30, 2026 · Ishares Tr · Bondbloxx ETF Trust · American Centy ETF Tr

43 positions · as of June 30, 2026 · Ishares Core Msci Eafe · Ishares S&P 500 Index · Ishares S&P 500 Growth ETF

99 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · Dimensional ETF Trust

66 positions · as of September 30, 2026 · Vanguard S&P 500 ETF · SPDR Gold Trust · SPDR Portfolio Short Term Corporate Bond ETF

120 positions · as of June 30, 2026 · First Tr Exchange-traded Fd · Ishares Tr · Eli Lilly & Co

33 positions · as of September 30, 2026 · Bondbloxx ETF Trust · Bofa Fin LLC · Uber Technologies Inc

26 positions · as of September 30, 2026 · Nvidia Corporation · Applied Matls Inc · Taiwan Semiconductor Manufac

40 positions · as of September 30, 2023 · Invesco Qqq Tr · SPDR S&P 500 ETF Tr · Sherwin Williams Co

18 positions · as of June 30, 2026 · Cerebras Systems Inc · Taiwan Semiconductor Manufac · Lam Research Corp