Managers

754 positions · as of September 30, 2023 · Ishares Trust Core Msci Total Intl Stk E · Vanguard S&P 500 ETF · Berkshire Hathaway Inc Class A

11 positions · as of September 30, 2026 · State Street SPDR Uc Investmen · State Street Corp · Space Exploration Techn Cl A

1765 positions · as of June 30, 2026 · Apple Inc Com · Nvidia Corporation Com · State Street SPDR S&P 500 ETF

94 positions · as of June 30, 2026 · Talen Energy Corp · Entergy Corp New Com · Vistra Corp.

1107 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Nvidia Corporation

255 positions · as of December 31, 2022 · Exxon Mobil Corp · Jpmorgan Chase & Co · Bank America Corp

391 positions · as of September 30, 2026 · Te Connectivity PLC · Intercontinental Exchange In · Sempra

3930 positions · as of June 30, 2026 · Ishares S&P 500 Index · Corcept Therapeutics Inc Com · Apple Inc

1521 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Microsoft Corp

1408 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Apple Inc

4515 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

728 positions · as of March 31, 2019 · Microsoft Corp · Apple Inc · Jpmorgan Chase & Co

88 positions · as of September 30, 2018 · Csx Corp · Verizon Communications Inc · Walgreens Boots Alliance Inc

1462 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Nvidia Corporation

900 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Apple Inc

102 positions · as of June 30, 2026 · Western Digital Corp · Hewlett Packard Enterprise C · Super Micro Computer Inc

53 positions · as of March 31, 2019 · Microsoft Corp · Unitedhealth Group Inc · Nextera Energy Inc

54 positions · as of June 30, 2026 · Alphabet Inc · Taiwan Semiconductor Manufac · Liberty Media Corp Del

310 positions · as of June 30, 2022 · Pepsico Incorporated · Progressive Corporation · Diageo PLC

1238 positions · as of December 31, 2017 · Ishares Tr · Vanguard Intl Equity Index F · SPDR Series Trust

9 positions · as of September 30, 2022 · Ishares Tr · Vanguard Bd Index Fd Inc · Vanguard Index Fds

1126 positions · as of June 30, 2026 · Exchange Traded Concepts Tru · Ishares Tr · SPDR Series Trust

234 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Sysco Corp · Norwegian Cruise Line Hldgs

529 positions · as of June 30, 2026 · Ishares Tr · Berkshire Hathaway Inc Del · Vanguard Index Fds