Managers

177 positions · as of September 30, 2022 · L S B Industries Inc · Apple Inc · Amazon.com Inc

40 positions · as of December 31, 2025 · Sei Exchange Traded Funds · First Tr Exchange-traded Fd · Dimensional ETF Trust

41 positions · as of June 30, 2026 · American Centy ETF Tr · Vanguard Bd Index Fds · Dimensional ETF Trust

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

35 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · J P Morgan Exchange Traded F

23 positions · as of June 30, 2026 · Micron Technology Inc · Intel Corp · Ge Vernova Inc

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

223 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Dell Technologies Inc

233 positions · as of September 30, 2013 · Alerian Energy Mlp Index · Stellarone Corp · Exxon Mobil

38 positions · as of September 30, 2013 · Ishares · Cobalt Intl Energy Inc · Ebay Inc

103 positions · as of September 30, 2026 · Vanguard S&P 500 ETF · Northern Trust Credit-scored Us · Microsoft Corp

58 positions · as of June 30, 2013 · Market Vectors ETF · SPDR Gold Tr Gold · Superior Industries

198 positions · as of December 31, 2024 · Apple Inc · Nvidia Corp · SPDR S&P Global Infrastructure ETF

58 positions · as of September 30, 2026 · Invesco Exch Trd Slf Idx Fd · Vanguard Index Fds · Schwab Strategic Tr

38 positions · as of September 30, 2026 · Innovator Etfs Trust · Wisdomtree Tr · Ishares Gold Tr

80 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Aflac Inc

17 positions · as of June 30, 2026 · Tesla Inc · Qxo Inc · Apple Inc

23 positions · as of June 30, 2026 · SPDR S&P 500 ETF Trust · Invesco Qqq Trust Series 1 · Nvidia Corp

36 positions · as of June 30, 2026 · SPDR Gold Tr · Vanguard Index Fds · Ishares Bitcoin Trust ETF

9 positions · as of September 30, 2020 · Vanguard Index Fds · Ishares Tr · Vanguard Intl Equity Index F

88 positions · as of June 30, 2026 · Amazon Com Inc · Micron Technology Inc · Alphabet Inc

88 positions · as of September 30, 2026 · United Parcel Svcs Inc · State Str SPDR S&P 500 ETF T · Visa Inc

23 positions · as of March 31, 2024 · Liberty Broadband-c · Equinix Inc · Broadcom Inc

86 positions · as of June 30, 2026 · Hewlett Packard Enterprise C · Federal Agric Mtg Corp · Onemain Hldgs Inc