Managers

71 positions · as of September 30, 2026 · Dbx ETF Tr · Invesco Exchange Traded Fd T · Vanguard Specialized Funds

19 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Malvern Fds · Vanguard Index Fds

221 positions · as of June 30, 2026 · Ishares Tr · Tidal Trust Ii · SPDR Series Trust

805 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Aim ETF Products Trust

113 positions · as of June 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Scottsdale Fds

19 positions · as of September 30, 2025 · Taiwan Semiconductor Mfg Ltd · Broadcom Inc · Micron Technology Inc

199 positions · as of September 30, 2026 · Microsoft Corp · Apple Inc · Amazon Com Inc

79 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · Capital Group Dividend Growe · Capital Group Conservative E

19 positions · as of June 30, 2026 · Innovator Etfs Trust · Tidal Trust Iii · Ishares Tr

221 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

6 positions · as of June 30, 2026 · Berkshire Hathaway Inc. · Anheuser Busch Inbev · Fomento Economico Mexicano S.a.b. De C.v. ADR

42 positions · as of September 30, 2021 · Ishares Tr · Vanguard Scottsdale Fds · Schwab Strategic Tr

72 positions · as of September 30, 2026 · Trane Technologies PLC · American Centy ETF Tr · Pgim Rock ETF Tr

110 positions · as of June 30, 2026 · Ishares Tr · Ishares Inc · Vanguard Bd Index Fds

64 positions · as of September 30, 2026 · Invesco Exch Traded Fd Tr Ii · Proshares Tr · Investment Managers Ser Tr I

103 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Proshares Tr

55 positions · as of June 30, 2025 · Dimensional ETF Trust · Danaher Corporation · Ishares Tr

11 positions · as of September 30, 2022 · Appian Corp · Primo Water Corporation · Ptc Inc

507 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · Amazon Com Inc

80 positions · as of September 30, 2026 · Nvidia Corporation · State Str SPDR S&P 500 ETF T · Advanced Micro Devices Inc

103 positions · as of June 30, 2026 · First Tr Exchange-traded Fd · Rtx Corporation · First Tr Exchng Traded Fd Vi

49 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Invesco Qqq Tr

381 positions · as of September 30, 2025 · American Centy ETF Tr · Ishares Tr · Vaneck ETF Trust

60 positions · as of September 30, 2026 · American Centy ETF Tr · Vanguard Index Fds · Vanguard Tax-managed Fds