Managers

174 positions · as of September 30, 2020 · Renasant Corp · Fiserv Inc · Alphabet Inc

113 positions · as of September 30, 2025 · Ishares Tr · Microsoft Corp · Nvidia Corporation

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

60 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Blackrock ETF Trust

408 positions · as of June 30, 2026 · Dimensional U.s. Core Equity 2 ETF · Dimensional Us Core Equity 1 ETF · SPDR Gold Shares

107 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Dimensional ETF Trust

49 positions · as of September 30, 2026 · Apple Inc · Nvidia Corporation · Advanced Micro Devices Inc

121 positions · as of September 30, 2026 · Eli Lilly & Co · Nvidia Corporation · Mckesson Corp

19 positions · as of September 30, 2026 · Coherent Corp · Graham Corp · Sunbelt Rentals Holdings Inc

9 positions · as of June 30, 2026 · Macys Inc · Chemed Corp New · Matthews Intl Corp

51 positions · as of March 31, 2021 · Vanguard Scottsdale Fds · Apple Inc · Microsoft Corp

1 positions · as of June 30, 2026 · Karman Hldgs Inc

95 positions · as of June 30, 2024 · Ishares Tr · Vanguard Index Fds · Vanguard Intl Equity Index F

13 positions · as of June 30, 2026 · Granite Constr Inc · Casella Waste Sys Inc Cl A · Te Connectivity PLC Ord Shs

70 positions · as of June 30, 2026 · Invesco Qqq Tr · Proshares Tr · Intuitive Surgical Inc

39 positions · as of June 30, 2026 · Vanguard Admiral Fds Inc · Vanguard Bd Index Fds · Invesco Qqq Tr

259 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Scottsdale Fds

39 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr

271 positions · as of September 30, 2026 · Dimensional ETF Trust · Invesco Exch Trd Slf Idx Fd · Ishares Tr

29 positions · as of September 30, 2026 · Roundhill ETF Trust · Meta Platforms Inc · Micron Technology Inc

2 positions · as of June 30, 2026 · Pelagos Insurance Capital Limited · Ramaco Resources Inc

108 positions · as of September 30, 2026 · Ishares Tr · Eli Lilly & Co · Apple Inc

241 positions · as of June 30, 2026 · Atmos Energy Corp · Citizens Finl Group Inc · Ppl Corp

121 positions · as of June 30, 2026 · Ishares Tr · Starlink Ai Acquisition Corp · Acp Holdings Acquisition Cor