Managers

30 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · SPDR Index Shs Fds

674 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · First Tr Exchng Traded Fd Vi · Goldman Sachs ETF Tr

91 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · SPDR Index Shs Fds

80 positions · as of September 30, 2026 · ETF Ser Solutions · SPDR Series Trust · Innovator Etfs Trust

5 positions · as of June 30, 2026 · Carvana Co · Transdigm Group Inc · Somnigroup International Inc

375 positions · as of June 30, 2026 · Lilly Eli & Co Com · SPDR Ser Tr State Street SPDR Bloomberg 1-3 Mnth T Bill ETF New · Apple Inc Com

62 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · Shinhan Financial Group Co L

86 positions · as of September 30, 2026 · Dimensional ETF Trust · Microsoft Corp · Janus Detroit Str Tr

39 positions · as of September 30, 2026 · Broadcom Inc · Apple Inc · Nvidia Corporation

35 positions · as of June 30, 2026 · Vaneck ETF Trust · Select Sector SPDR Tr · Intel Corp

185 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Innovator Etfs Trust

82 positions · as of June 30, 2018 · Ishares Tr · Select Sector SPDR Tr · Schwab Strategic Tr

100 positions · as of March 31, 2023 · American Centy ETF Tr · Dimensional ETF Trust · Uber Technologies Inc

1090 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Ishares S&P 500 Growth ETF · Ishares Core S&P Mid-cap ETF

91 positions · as of September 30, 2014 · Vanguard Large-cap ETF · Vanguard Short Term Bond ETF · Vanguard Europe Pacific ETF

65 positions · as of June 30, 2026 · Euronet Worldwide Inc · Backblaze Inc Cl A · Allot Ltd

42 positions · as of September 30, 2026 · Alphabet Inc. Class A · Meta Platforms, Inc. Class A · Philip Morris International, Inc.

137 positions · as of March 31, 2025 · Ishares Tr · Vanguard Index Fds · J P Morgan Exchange Traded F

28 positions · as of December 31, 2022 · Unitedhealth Group Inc · Mastercard Incorporated · Alphabet Inc

109 positions · as of June 30, 2026 · Vanguard World Fd · Alphabet Inc · Blackstone Inc

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

426 positions · as of September 30, 2026 · Microsoft Corp Com · Alphabet Inc Cap Stk Cl A · Fidelity Blue Chip Growth ETF

595 positions · as of June 30, 2026 · United Health Group Inc · Ishares Core S&P 500 ETF · Apple Inc

45 positions · as of September 30, 2026 · Invesco Exchange Traded Fd T · Ishares Tr · Vaneck ETF Trust