Managers

74 positions · as of December 31, 2019 · Ishares Tr · Schwab Strategic Tr · Vanguard Index Fds

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

61 positions · as of September 30, 2024 · Apple Inc · Microsoft Corp · Alphabet Inc

8 positions · as of June 30, 2026 · Natures Sunshine Prods Inc · Cadre Holdings Inc · Lifecore Biomedical Inc

109 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Schwab Strategic Tr

178 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Amazon Com Inc

15 positions · as of September 30, 2026 · Vanguard World Fd · Ishares Tr · Invesco Qqq Tr

82 positions · as of June 30, 2026 · Dimensional ETF Trust · Fiserv Inc · Apple Inc

96 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · J P Morgan Exchange Traded F · Caterpillar Inc

51 positions · as of September 30, 2026 · Ishares Tr · Ishares Inc · Vanguard Whitehall Fds

104 positions · as of June 30, 2026 · Select Sector SPDR Tr · Vanguard Index Fds · Ishares Tr

242 positions · as of March 31, 2022 · Ishares Tr · Procter And Gamble Co · Lcnb Corp

45 positions · as of September 30, 2026 · Wisdomtree Tr · American Centy ETF Tr · Berkshire Hathaway Inc Del

33 positions · as of June 30, 2026 · Fidelity Covington Trust · Fidelity Merrimack Str Tr · Capital Group Dividend Value

25 positions · as of June 30, 2022 · T-mobile Us Inc · Palo Alto Networks Inc · Atlassian Corp PLC

13 positions · as of June 30, 2014 · Solarcity Corp · D R Horton Inc · Sunedison Inc

43 positions · as of June 30, 2026 · Microsoft Corp Com · Apple Inc Com · Broadcom Inc Com

11 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Amazon Com Inc · Mercadolibre Inc

44 positions · as of June 30, 2026 · Qcr Hldgs Inc · Origin Bancorp Inc · California Bancorp

121 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Intl Equity Index F · Fidelity Covington Trust

104 positions · as of June 30, 2026 · Apple Inc · Seagate Technology · Nvidia Corp

15 positions · as of September 30, 2026 · Nextnav Inc · PG&E Corp · Optimum Communications Inc

98 positions · as of June 30, 2026 · Udr Inc · Vanguard Index Fds · Invesco Qqq Tr

86 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard World Fd · Ishares Tr