Managers

56 positions · as of September 30, 2026 · American Exceptionalism Acqu · Invesco Exchange Traded Fd T · Cmb.tech Nv

30 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Ishares Tr

28 positions · as of March 31, 2024 · Vanguard Index Fds · Pacer Fds Tr · Goldman Sachs ETF Tr

100 positions · as of September 30, 2026 · Ishares Tr · First Tr Exchange-traded Fd · Invesco Exch Traded Fd Tr Ii

65 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · John Hancock Exchange Traded · Invesco Exch Trd Slf Idx Fd

26 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Abbvie Inc

137 positions · as of March 31, 2023 · Apple Inc · SPDR S&P 500 ETF Tr · Ishares Tr

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

91 positions · as of September 30, 2026 · Vanguard · Dimensional Us · Vanguard Short-term Bond

81 positions · as of June 30, 2026 · Zacks Trust · Ishares Tr · Vanguard Scottsdale Fds

44 positions · as of June 30, 2026 · Invesco Qqq Trust · SPDR Dj Indl Avg ETF Tr · SPDR S&P 500 ETF

9 positions · as of June 30, 2026 · Bank Ozk Little Rock Ark · Credit Accep Corp Mich · Cal Maine Foods Inc

449 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Invesco Actively Managed Exc

57 positions · as of June 30, 2026 · Ishares 7-10 Year Treasury Bond ETF · Vaneck Vectors Intl Hi Yld Bd ETF · Ishares Us Preferred Stock

427 positions · as of June 30, 2026 · Vanguard World Fd Inf Tech ETF · Invesco Qqq Tr Unit Ser 1 · Vanguard Index Fds Vanguard Total Stk Mkt ETF

320 positions · as of June 30, 2026 · Apple Inc · Newmont Corp · Agnico Eagle Mines Ltd F

15 positions · as of June 30, 2026 · Alphabet Inc · Mastercard Inc · Microsoft Corp

12 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Mercadolibre Inc

2 positions · as of June 30, 2026 · Tyra Biosciences Inc · Vir Biotechnology Inc

75 positions · as of December 31, 2021 · Alphabet Inc · Apple Inc · Amazon Com Inc

73 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · Electronic Arts Inc

145 positions · as of June 30, 2014 · Ishares Trust · SPDR Index Shs · Vanguard ETF

4 positions · as of September 30, 2026 · Apple Inc · Bank America Corp · Disney Walt Co

35 positions · as of March 31, 2024 · Conocophillips · Caterpillar Inc · Toyota Motor Corp