Managers

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

60 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Vanguard Scottsdale Fds

77 positions · as of March 31, 2020 · Sony Corp · Intel Corp · Merck & Co. Inc

135 positions · as of June 30, 2026 · Silicom Ltd. · Sprout Social, Inc. · Similarweb Ltd.

60 positions · as of March 31, 2022 · Ishares Tr · Wisdomtree Tr · Unitedhealth Group Inc

43 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Schwab Strategic Tr

54 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Datadog Inc

38 positions · as of June 30, 2026 · Capital Grp Fixed Incm ETF T · Vanguard Bd Index Fds · Vanguard Index Fds

46 positions · as of June 30, 2026 · Steris PLC · Advanced Micro Devices Inc · Nebius Group N.v.

21 positions · as of June 30, 2026 · Sprott Asset Management LP · Vaneck ETF Trust · Newmont Corp

62 positions · as of September 30, 2026 · Ishares 0-3 · SPDR Gold · Philip Morris

80 positions · as of June 30, 2026 · Ishares Tr · American Centy ETF Tr · Pimco ETF Tr

61 positions · as of September 30, 2026 · Dimensional ETF Trust · Pgim ETF Tr · Ssga Active ETF Tr

73 positions · as of December 31, 2018 · Ishares Tr · Schwab Strategic Tr · Vanguard Intl Equity Index F

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

74 positions · as of September 30, 2026 · Broadcom Inc · Amgen Inc · Abbvie Inc

79 positions · as of September 30, 2026 · Alphabet Inc · Ishares Tr · Rbb Fd Inc

23 positions · as of September 30, 2013 · Walker Dunlop Inc · Two Harbors Inv Corp · Assured Guaranty Ltd

24 positions · as of June 30, 2026 · British Amern Tob PLC · Vanguard Tax-managed Fds · Berkshire Hathaway Inc Del

3 positions · as of June 30, 2026 · Pdd Holdings Inc · Dingdong Cayman Ltd · Kanzhun Limited

10 positions · as of June 30, 2026 · Global E Online Ltd · Coupang Inc · Grocery Outlet Hldg Corp

76 positions · as of September 30, 2026 · SPDR Series Trust · Pacer Fds Tr · State Str SPDR S&P 500 ETF T

156 positions · as of September 30, 2020 · Ishares Agency Bond ETF · Apple Inc Com · Shopify Inc Cls A

55 positions · as of September 30, 2026 · Taiwan Semiconductor Mfg Ltd S · Aercap Holdings Nv · Credicorp Ltd