Managers

2 positions · as of June 30, 2022 · 360 Digitech Inc · Finvolution Group

53 positions · as of June 30, 2026 · Vanguard Dividend Appreciation Index Fund ETF Shares · Vanguard High Dividend Yield Index Fund ETF Shares · Vanguard S&P 500 ETF

272 positions · as of December 31, 2024 · Vanguard Index Fds · Ishares Tr · Dimensional ETF Trust

105 positions · as of June 30, 2026 · Apple Inc Com · Microsoft Corp Com · Exxonmobil Holdings Corp Com Shs

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

121 positions · as of September 30, 2026 · Vanguard World Fd · Nvidia Corporation · Apple Inc

8 positions · as of June 30, 2026 · Consumer Portfolio Svcs Inc · Kvh Inds Inc · Verizon Communications Inc

89 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Qqq Tr

779 positions · as of September 30, 2024 · Ishares Tr · SPDR Ser Tr · Schwab Strategic Tr

53 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Schwab Strategic Tr

48 positions · as of December 31, 2025 · Blue Owl Capital Corporation · Eli Lilly & Co · Ares Capital Corp

184 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Intl Equity Index F · Vanguard Specialized Funds

1 positions · as of September 30, 2026 · Tencent Music Entmt Group

664 positions · as of September 30, 2026 · Ishares Tr · American Centy ETF Tr · Vanguard Bd Index Fds

21 positions · as of June 30, 2020 · Firstenergy Corp · Nisource Inc · Centerpoint Energy Inc

54 positions · as of September 30, 2016 · Symantec Corp · Becton Dickinson & Co · Merck & Co Inc

243 positions · as of June 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · American Centy ETF Tr

3 positions · as of September 30, 2026 · Ads Tec Energy PLC · Weride Inc · Via Transn Inc

171 positions · as of June 30, 2026 · Ishares Tr · Putnam ETF Trust · Nvidia Corporation

29 positions · as of June 30, 2026 · Dimensional ETF Trust · Nvidia Corporation · Apple Inc

13 positions · as of March 31, 2019 · Technology Select Sector SPDR · Health Care Select Sector SPDR · Financial Select Sector SPDR F

99 positions · as of September 30, 2026 · Bancorp Inc · Ge Aerospace · Triumph Financial Inc

222 positions · as of June 30, 2020 · Proshares Ultrapro Qqq · SPDR Dow Jones Industrial Average ETF Trust · Cme Group Inc

58 positions · as of June 30, 2026 · Wisdomtree Tr · Invesco Qqq Tr · Berkshire Hathaway Inc Del