Managers

18 positions · as of June 30, 2026 · Pennymac Corp · Avalonbay Cmntys Inc · Camden Ppty Tr

78 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Blackrock ETF Trust

149 positions · as of September 30, 2024 · Dimensional ETF Trust · Invesco Exch Traded Fd Tr Ii · Ishares Tr

301 positions · as of June 30, 2026 · Kla-tencor Corp · Caterpillar Inc Com · Vanguard S&P 500 ETF

133 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · SPDR Series Trust

202 positions · as of December 31, 2024 · Ishares Russell 1000 ETF · Ishares Core S&P Mid-cap ETF · Ishares National Muni Bond ETF

44 positions · as of September 30, 2026 · Ishares Russell 1000 Growth ETF · State Street Technology Select Sector SPDR ETF · Vanguard Morningstar Value ETF

301 positions · as of June 30, 2026 · SPDR S&P500 ETF (trust Trust Unit Depositary Receipt) · Vanguard Idx Fund · Vanguard Total (international Stock Index Fund)

46 positions · as of September 30, 2026 · Vanguard World Fd · Vanguard Intl Equity Index F · Vanguard Index Fds

36 positions · as of June 30, 2026 · Garrett Motion Inc · Absci Corporation · Alpha Tau Medical Ltd

23 positions · as of June 30, 2026 · Sharonai Holdings Inc · Bain Cap Gss Invt Corp · Freeport Mcmoran Inc

113 positions · as of September 30, 2026 · ETF Ser Solutions · Ea Series Trust · Select Sector SPDR Tr

128 positions · as of September 30, 2026 · Invesco Exch Traded Fd Tr Ii · Vanguard Index Fds · Ishares Tr

83 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Rbb Fd Inc

116 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Vanguard Index Fds

697 positions · as of September 30, 2026 · Schwab Strategic Tr · Nvidia Corporation · Vanguard Index Fds

67 positions · as of March 31, 2020 · Select Sector SPDR Tr · SPDR Ser Tr · Invesco Actively Managed ETF

70 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

85 positions · as of September 30, 2020 · Ishares Tr · Vanguard Index Fds · First Tr Exchange-traded Fd

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

74 positions · as of September 30, 2026 · Block Inc · Cloudflare Inc · Bitmine Immersion Techs Inc

46 positions · as of March 31, 2020 · Facebook Inc · Abbvie Inc · Alphabet Inc Cl A

46 positions · as of June 30, 2026 · Armada Acquisition Corp Ii · Ishares Tr · Hyperliquid Strategies Inc

11 positions · as of September 30, 2026 · Timothy Plan · Pimco ETF Tr · Northern Lts Fd Tr Iv