Managers

192 positions · as of March 31, 2023 · SPDR S&P 500 Value ETF · Schwab Short-term Us Treasury ETF · Ishares International ETF

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

33 positions · as of September 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · State Str SPDR S&P 500 ETF T

136 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Qqq Tr

40 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Ishares S&P 500 Value ETF · Invesco Exchange Traded Fd Tr S&P500 Eql Wgt

13 positions · as of March 31, 2015 · Howard Hughes Corp/the · Anthem Inc · Microsoft Corp

31 positions · as of June 30, 2026 · Sprott Asset Management LP · Builders Firstsource Inc · Etfs Gold Tr

60 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Star Fds · Dimensional ETF Trust

189 positions · as of June 30, 2026 · Vaneck Vectors Tr Fallen Angel Hg · Vaneck Vectors Tr Morningstar Wide · Palantir Technologies Inc

13 positions · as of June 30, 2026 · Intel Corp · Global E Online Ltd · Amazon Com Inc

124 positions · as of June 30, 2026 · Hewlett Packard Enterprise C · Netapp Inc · Microsoft Corp

165 positions · as of September 30, 2026 · Vanguard Morningstar Large-cap ETF · Vanguard Ftse Developed Markets ETF · Vanguard Morningstar Mid-cap ETF

102 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · Morgan Stanley ETF Trust

117 positions · as of June 30, 2026 · Ishares Tr · First Tr Exchange Traded Fd · Vanguard Index Fds

44 positions · as of September 30, 2026 · ETF Opportunities Trust · Ishares Tr · Ea Series Trust

119 positions · as of December 31, 2022 · Invesco S&P 500 Equal Weight ETF · First Trust Value Line Dividend Index Fund · Pacer Us Cash Cows 100 ETF

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

21 positions · as of June 30, 2026 · SPDR S&P 500 · Invesco Qqq Trust · SPDR Dow Jones Ind

13 positions · as of September 30, 2026 · Ubs Group Ag · Alpha Metallurgical Resour I · Interactive Brokers Group In

94 positions · as of September 30, 2026 · Wisdomtree Tr · Dimensional ETF Trust · Invesco Qqq Tr

6 positions · as of June 30, 2026 · Ishares Gold Tr · Grayscale Bitcoin Mini Tr Et · Waterbridge Infrastructure L

45 positions · as of June 30, 2026 · Invesco Qqq Tr · State Str SPDR S&P 500 ETF T · Ishares Tr

117 positions · as of June 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Ishares Tr

10 positions · as of June 30, 2026 · Liberty Media Corp Del · Amazon Com Inc · Corpay Inc