Managers

15 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Amazon Com Inc · Take-two Interactive Softwar

1 positions · as of September 30, 2026 · Cellebrite Di Ltd

4 positions · as of June 30, 2026 · Echostar Corp · Caesars Entertainment Inc Ne · Ishares Silver Tr

56 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · J P Morgan Exchange Traded F

906 positions · as of June 30, 2026 · Apple Inc Com · Microsoft Corp Com · Vanguard S&P 500 ETF

73 positions · as of September 30, 2026 · Vanguard Morningstar Growth ETF · Vanguard Total International Stock ETF · State Street SPDR S&P 500 ETF

71 positions · as of September 30, 2021 · Lm Ericsson Telephone Company · Agnico Eagle Mines Ltd. · Duke Energy Corp.

35 positions · as of June 30, 2026 · Tesla Inc Com · Alphabet Inc · Amazon Com Inc

14 positions · as of June 30, 2026 · Direxion Daily Mu Bull 2x Et · On Holding Ag-class A · Abivax Sa-adr

113 positions · as of December 31, 2018 · Vanguard Large Cap ETF · Targa Resources Corp · Vanguard Ftse All-world Ex-us ETF

23 positions · as of June 30, 2026 · Mastercard Incorporated · Apple Inc · Quanta Svcs Inc

60 positions · as of June 30, 2026 · Select Sector SPDR Tr · Wisdomtree Tr · Vanguard World Fd

339 positions · as of June 30, 2026 · Invesco Qqq Tr · Ishares Tr · Nvidia Corporation

141 positions · as of June 30, 2026 · ETF Ser Solutions · Ishares Tr Core Msci Eafe ETF · Vanguard Ftse Developed Markets ETF

124 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · Apple Inc

148 positions · as of September 30, 2026 · J P Morgan Exchange Traded F · Janus Detroit Str Tr · First Tr Exchange-traded Fd

24 positions · as of March 31, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Ishares Tr

17 positions · as of September 30, 2020 · Vanguard Index Fds S&P 500 ETF · Vanguard Index Fds Small Cp ETF · SPDR Index Shs Fds Asia Pacif ETF

95 positions · as of September 30, 2026 · Alphabet Inc · Select Sector SPDR Tr · Etfs Gold Tr

313 positions · as of December 31, 2024 · Wisdomtree Floating Ratetreasry ETF · Invsc S P 500 Equal Weight ETF Iv · Vanguard Mid Cap ETF

56 positions · as of March 31, 2017 · Powershares Qqq Trust · B Riley Finl Inc · Ishares Tr

38 positions · as of June 30, 2026 · Ishares Iboxx $ Investment Grade Corporate Bond ETF · Alpha Architect 1-3 Month Box ETF · Fundstrat Granny Shots Us Large Cap ETF

65 positions · as of June 30, 2026 · Mks Inc. · Columbia Bkg Sys Inc · Ati Inc

2 positions · as of September 30, 2013 · Aeroflex Holding Corp. · Freescale Semiconductor Hldg