Managers

65 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Vanguard Scottsdale Fds

57 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · First Tr Exchange-traded Fd

61 positions · as of June 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Ab Active Etfs Inc

66 positions · as of September 30, 2026 · SPDR Series Trust · SPDR Index Shs Fds · Ishares Tr

175 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Microsoft Corp

3 positions · as of September 30, 2026 · Ishares Trust · Invesco Exchange-traded Fund Trust · Vanguard Intl Equity Index F

129 positions · as of September 30, 2026 · Apple Inc · Johnson & Johnson · Caterpillar Inc

47 positions · as of June 30, 2021 · Schwab Strategic Tr · Vanguard Tax-managed Intl Fd · Ishares Tr

154 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

149 positions · as of June 30, 2026 · Apple Inc · Ishares Tr · Microsoft Corp

32 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · Vanguard Star Fds

677 positions · as of June 30, 2026 · State Street SPDR Portfolio Intermediate Term Corporate Bond ETF · Freedom 100 Emerging Markets ETF · State Street Msci Eafe Strategicfactors ETF

31 positions · as of June 30, 2026 · Tidal Trust I · Pimco ETF Tr · J P Morgan Exchange Traded F

14 positions · as of June 30, 2026 · Liquidia Corporation · Dave Inc · Super Group Sghc Limited

55 positions · as of March 31, 2026 · Invesco Exch Trd Slf Idx Fd · Ishares Tr · Vanguard Specialized Funds

1 positions · as of June 30, 2026 · Ishares Bitcoin Trust ETF

10 positions · as of June 30, 2026 · Lumen Technologies Inc · Vermilion Energy Inc · Gran Tierra Energy Inc

62 positions · as of September 30, 2026 · Invesco Exchange Traded Fd T · First Tr Exchange-traded Fd · Ishares Tr

70 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Vanguard Dividend Appreciation Index Fund · Vanguard Mid-cap ETF

32 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr

42 positions · as of March 31, 2022 · Vanguard Index Fds · Ishares Tr · Schwab Strategic Tr

48 positions · as of March 31, 2015 · Apple Inc · Harman Intl · Gilead Sciences Inc

120 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · First Tr Exchange-traded Fd

21 positions · as of June 30, 2026 · Ocular Therapeutix Inc · Ingles Mkts Inc · Lineage Inc