Managers

73 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Invesco Exchange Traded Fd T

8 positions · as of June 30, 2026 · Monte Rosa Therapeutics, Inc. · Century Therapeutics, Inc. · Jade Biosciences, Inc.

123 positions · as of March 31, 2026 · Select Sector SPDR Tr · SPDR Series Trust · Ishares Tr

52 positions · as of September 30, 2026 · Merck & Co Inc · Johnson & Johnson · New York Times Co Mtn Be

201 positions · as of September 30, 2026 · Ishares Russell 1000 ETF · Nvidia Corporation Com · State Street SPDR S&P 500 ETF

26 positions · as of September 30, 2018 · Dnb Nor Asa Ord Shs · Storebrand Asa Ser A · Total Fina Sa ADR

6 positions · as of June 30, 2026 · Cognyte Software Ltd · Valens Semiconductor Ltd · Audiocodes Ltd

93 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Exchange Traded Fd T · Ishares Tr

78 positions · as of June 30, 2025 · Invesco Exchange Traded Fd T · Schwab Strategic Tr · Vanguard Index Fds

61 positions · as of September 30, 2026 · Micron Technology Inc · Marvell Technology Inc · Palantir Technologies Inc

34 positions · as of June 30, 2026 · Vaneck ETF Trust · Teledyne Technologies Inc · Granite Constr Inc

75 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Dimensional ETF Trust

655 positions · as of March 31, 2017 · 3m Company · Ishares Core U.s. Aggregate Bond ETF · Vanguard Intl Equity Index All-world Ex-us Index ETF Shs

51 positions · as of June 30, 2026 · Ishares Tr · Ftai Aviation Ltd · Api Group Corp

551 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Invesco Qqq Tr · SPDR Series Trust

43 positions · as of December 31, 2023 · Ishares Tr · Dimensional ETF Trust · Vanguard Index Fds

52 positions · as of June 30, 2026 · Guardant Health Inc · Praxis Precision Medicines I · Tg Therapeutics Inc

87 positions · as of September 30, 2026 · Apple Inc · Palantir Technologies Inc · Nvidia Corporation

73 positions · as of September 30, 2026 · Schwab Strategic Tr · Invesco Exch Traded Fd Tr Ii · J P Morgan Exchange Traded F

100 positions · as of December 31, 2013 · Kinder Morgan Inc · Williams Cos Inc · General Electric Company

105 positions · as of September 30, 2026 · Vanguard Index Fds · Northern Lts Fd Tr Iv · Nvidia Corporation

188 positions · as of December 31, 2023 · Kensington Capital Acquisiti · Compass Digital Acquisitn Co · Inflection Pt Acquisitn Crp

104 positions · as of March 31, 2024 · Vanguard Index Fds · Ishares Tr · SPDR S&P 500 ETF Tr

24 positions · as of June 30, 2026 · Amazon Com Inc · Alphabet Inc · Lam Research Corp