Managers

100 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Nvidia Corporation

110 positions · as of December 31, 2017 · Us Bancorp Del · Unitedhealth Group Inc · 3m Co

26 positions · as of June 30, 2026 · Dimensional ETF Trust · Vaneck ETF Trust · Schwab Strategic Tr

661 positions · as of June 30, 2026 · Ishares Trust · Vanguard Index Funds · Ishares Core U S Aggregate Bd

81 positions · as of June 30, 2026 · Dimensional ETF Trust · Capital Grp Fixed Incm ETF T · Capital Group Dividend Value

67 positions · as of September 30, 2026 · Eli Lilly & Co Com · Invesco S&P 500 Equal Weight ETF · Ishares Core S&P Mid-cap ETF

75 positions · as of September 30, 2015 · Constellation Brands · Blackstone Group · Apple Computer

77 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · SPDR Series Trust

16 positions · as of June 30, 2026 · Crh PLC · SPDR Gold Tr · Navios Maritime Partners L P

96 positions · as of September 30, 2026 · SPDR Series Trust State Street Bloomberg 1-3 Month T-bill ETF · Dimensional ETF Trust Us Core Eqt Mkt · Space Expl Technologies Corp Cl A

87 positions · as of September 30, 2026 · Natera Inc · Eli Lilly & Co · Advanced Micro Devices Inc

43 positions · as of December 31, 2018 · Schwab Strategic Tr · SPDR Series Trust · Ishares Tr

47 positions · as of September 30, 2026 · Eli Lilly & Co · First Tr Exchange-traded Fd · First Tr Exchng Traded Fd Vi

14 positions · as of September 30, 2026 · Ishares Tr · Wisdomtree Tr · SPDR Series Trust

17 positions · as of June 30, 2016 · Ambev Sa-adr · Ctrip.com International-adr · Tata Motors Ltd-spon ADR

332 positions · as of September 30, 2026 · Ishares Tr · Accenture PLC Ireland · Vanguard Tax-managed Fds

170 positions · as of September 30, 2026 · SPDR Series Trust · Nvidia Corporation · Alphabet Inc

15 positions · as of June 30, 2026 · SPDR Gold Tr · Northern Dynasty Minerals Lt · York Space Systems Inc

187 positions · as of December 31, 2017 · Ishares Tr · Powershares ETF Tr Ii · Apple Inc

4 positions · as of March 31, 2019 · SPDR S&P 500 ETF Trust · Financial Select Sector SPDR Fund · Real Estate Select Sector SPDR

40 positions · as of June 30, 2026 · Wisdomtree Tr · SPDR Gold Tr · Vanguard Index Fds

23 positions · as of June 30, 2026 · Veradermics Inc · X4 Pharmaceuticals Inc · Compass Pathways PLC

43 positions · as of June 30, 2017 · Apple · Chevron · J P Morgan Chase

84 positions · as of June 30, 2026 · Select Sector SPDR Tr · State Str SPDR S&P 500 ETF T · Vanguard Bd Index Fds