Managers

38 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr · Ishares Tr

74 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Schwab Strategic Tr · Ishares U S ETF Tr

34 positions · as of September 30, 2026 · SPDR Series Trust · Nvidia Corporation · Vanguard Index Fds

74 positions · as of September 30, 2026 · Schwab Strategic Tr · Enterprise Prods Partners L · Applied Matls Inc

37 positions · as of June 30, 2026 · Ishares Tr · Fidelity Merrimack Str Tr · J P Morgan Exchange Traded F

38 positions · as of September 30, 2026 · American Century Focused Large Cap Value ETF · Ishares Msci Usa Min Vol Factor ETF · Vanguard Morningstar Mid-cap ETF

78 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Apple Inc

7 positions · as of September 30, 2026 · Ares Management Corporation · Invesco Qqq Tr · Space Exploration Techn Corp

20 positions · as of June 30, 2026 · Wells Fargo & Co · Alphabet Inc · Willis Lease Fin Corp Com

1 positions · as of June 30, 2026 · Airsculpt Technologies, Inc.

91 positions · as of December 31, 2024 · Ishares Tr · Microsoft Corp · J P Morgan Exchange Traded F

59 positions · as of September 30, 2026 · Ishares Tr · Pgim ETF Tr · Invesco Exch Traded Fd Tr Ii

63 positions · as of September 30, 2026 · Fidelity Merrimack Str Tr · Goldman Sachs ETF Tr · Ishares Tr

48 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Scottsdale Fds

233 positions · as of September 30, 2026 · Ishares Tr · Pimco ETF Tr · State Str SPDR S&P 500 ETF T

21 positions · as of December 31, 2021 · Aes Corp · Sempra · Nextera Energy Inc

190 positions · as of September 30, 2026 · Apple Inc · State Str SPDR S&P 500 ETF T · Alphabet Inc

105 positions · as of December 31, 2017 · SPDR S&P 500 ETF Trust · Ishares Tr Russell 2000 Value ETF · Powershares Qqq Trust, Series 1

35 positions · as of June 30, 2026 · Praxis Precision Medicines I · Whitehawk Therapeutics Inc · Erasca Inc

102 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Ishares Tr

58 positions · as of September 30, 2019 · Invesco Exchng Traded Fd Tr · Ishares Tr · Vanguard Index Fds

137 positions · as of June 30, 2026 · Schwab Strategic Tr · Ishares Tr · Apple Inc

41 positions · as of June 30, 2026 · Acadia Pharmaceuticals Inc · Xeris Biopharma Holdings Inc · Biomarin Pharmaceutical Inc

205 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · Abrdn Etfs