Managers

63 positions · as of September 30, 2026 · Schwab Strategic Tr · Apple Inc · Vanguard Index Fds

239 positions · as of March 31, 2018 · Ishares Etfs/usa · State Street Etf/usa · Vanguard Etf/usa

31 positions · as of June 30, 2026 · Markel Group Inc · Amazon.com Inc · O'reilly Automotive Inc

45 positions · as of June 30, 2023 · Schwab Strategic Tr · Vanguard Bd Index Fds · Vanguard Tax-managed Fds

6 positions · as of September 30, 2026 · Qxo Inc · Ishares Inc · Ishares Tr

37 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Berkshire Hathaway Inc Del

59 positions · as of June 30, 2026 · Ishares Core Us Aggregate Bond Fund · Ishares Msci Acwi Ex U.s. ETF · Ishares Core S&P 500 ETF

437 positions · as of September 30, 2026 · Ishares Core S&P Total U.s. Stock Market ETF · Ishares S&P 500 Growth ETF · Schwab Us Dividend Equity ETF

13 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Bd Index Fds

54 positions · as of June 30, 2026 · Capital Grp Fixed Incm ETF T · Capital Group Dividend Value · Sprott Asset Management LP

55 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Apple Inc · Ishares Tr

154 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · Eli Lilly & Co

445 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Vanguard Admiral Fds Inc

96 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Bd Index Fds

137 positions · as of September 30, 2025 · J P Morgan Exchange Traded F · Vanguard Scottsdale Fds · SPDR Series Trust

35 positions · as of June 30, 2026 · SPDR Series Trust · Invesco Exchange Traded Fd T · Vanguard Specialized Funds

56 positions · as of September 30, 2026 · Exxon Mobil Corp · St Joe Co · Fastenal Co

74 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Bd Index Fds · Victory Portfolios Ii

31 positions · as of March 31, 2025 · Boeing Co · Flowserve Corp · Woodward Inc

45 positions · as of September 30, 2026 · Golar Lng Ltd Shs · Alphabet Inc Cap Stk Cl C · Arch Cap Group Ltd Ord

17 positions · as of June 30, 2026 · Hagerty Inc · Cellebrite Di Ltd · Kingsway Finl Svcs Inc

49 positions · as of June 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Fidelity Merrimack Str Tr

64 positions · as of June 30, 2026 · Johnson & Johnson · Micron Technology Inc · Aaon Inc

78 positions · as of December 31, 2025 · Jpmorgan Chase & Co. · Microsoft Corp · Ishares Tr