Managers

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

21 positions · as of June 30, 2016 · Weibo Corp · Alibaba Group Hldg Ltd · SPDR Gold Trust

121 positions · as of September 30, 2026 · SPDR Gold Tr · Invesco Qqq Tr · Invesco Exch Traded Fd Tr Ii

12 positions · as of December 31, 2017 · Dexcom Inc · Allergan PLC · Amazon Com Inc

76 positions · as of September 30, 2026 · Ishares Tr · Thornburg Incm Builder Opp T · T Rowe Price Exchange-traded

14 positions · as of September 30, 2026 · Dfa U S Core Equity 2 (dfac) · Nasdaq 100 (qqqm) · Srh Total Return Fund (stew)

103 positions · as of December 31, 2025 · Schwab Strategic Tr · Ishares Tr · Capital Grp Fixed Incm ETF T

119 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · SPDR Series Trust

241 positions · as of December 31, 2015 · Select Sector S · Clubcorp Hldgs · Brookdale Sr Li

191 positions · as of December 31, 2022 · Autozone Inc. · Berkshire Hathaway Inc. · Boston Omaha Corpora

37 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Vanguard Index Fds · Ishares Tr

22 positions · as of June 30, 2025 · Dimensional ETF Trust · Ishares Tr · Vanguard Index Fds

76 positions · as of September 30, 2026 · American Centy ETF Tr · J P Morgan Exchange Traded F · Morgan Stanley ETF Trust

54 positions · as of December 31, 2017 · Abbvie Inc Com Usd0.01 · Home Depot Inc · Emerson Electric Co

89 positions · as of March 31, 2022 · Ishares Tr · Pimco ETF Tr · Vanguard Index Fds

71 positions · as of June 30, 2026 · Rigel Pharmaceuticals Inc · Alico Inc · Royalty Pharma PLC Shs

85 positions · as of June 30, 2026 · Uber Technologies Inc · Microsoft Corporation · Facebook Inc

1 positions · as of September 30, 2021 · Proterra, Inc.

87 positions · as of September 30, 2026 · Innovator Etfs Trust · Ishares Tr · Janus Detroit Str Tr

72 positions · as of December 31, 2023 · Ishares Tr · Vanguard Index Fds · Vanguard Bd Index Fds

41 positions · as of June 30, 2026 · Dimensional ETF Trust · Investment Managers Ser Tr I · Stone Ridge Tr

23 positions · as of June 30, 2026 · Caredx Inc · Ameresco Inc · Enterprise Prods Partners L P

46 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Dfa Invt Dimensions Group In

78 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Select Sector SPDR Tr