Managers

21 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Vanguard Scottsdale Fds

1944 positions · as of June 30, 2022 · Vanguard Large-cap ETF · Vanguard Value ETF · Apple Inc

3 positions · as of June 30, 2026 · Servicenow Inc · Waystar Hldg Corp · Bitgo Holdings Inc

47 positions · as of June 30, 2026 · Alphabet Inc · Philip Morris Intl Inc · Walmart Inc

74 positions · as of December 31, 2022 · Mcdonalds Corp · Sherwin Williams Co · Cvs Health Corp

30 positions · as of September 30, 2014 · Occidental Pete Corp Del · Proshares Tr · Pfizer Inc

174 positions · as of June 30, 2026 · Vanguard Tax-managed Fds · Ishares Tr · Vanguard Scottsdale Fds

7 positions · as of June 30, 2026 · Cia De Minas Buenaventur-adr (us) · SPDR S&P 500 ETF Trust (us) · Invesco Qqq Trust Series 1 (us)

10 positions · as of September 30, 2026 · Vanguard Index Fds · World Gold Tr · Vanguard World Fd

1 positions · as of September 30, 2026 · Circle Internet Group Inc

1 positions · as of June 30, 2026 · Claritev Corporation

11 positions · as of June 30, 2026 · Jfrog Ltd · Mongodb Inc · Mks Inc.

38 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

41 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Progressive Corp · Advanced Micro Devices Inc

26 positions · as of June 30, 2026 · Repay Hldgs Corp · Soundthinking Inc · Tiptree Inc

89 positions · as of September 30, 2026 · Dimensional ETF Trust · Janus Detroit Str Tr · Blackrock ETF Trust Ii

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

18 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · J P Morgan Exchange Traded F

77 positions · as of March 31, 2018 · Select Sector SPDR Tr · Alphabet Inc · Amazon Com Inc

17 positions · as of September 30, 2026 · Advanced Micro Device Ltd. · Alphabet Inc. Cl-a · Microsoft

96 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · J P Morgan Exchange Traded F

117 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Taiwan Semiconductor Manufac

105 positions · as of June 30, 2026 · Exxon Mobil Corp · Ishares Tr · Costco Wholesale Corporation

78 positions · as of September 30, 2026 · SPDR Series Trust · Select Sector SPDR Tr · Alphabet Inc