Managers

299 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc Class A · Amazon.com Inc

23 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Admiral Fds Inc · Berkshire Hathaway Inc Del

236 positions · as of June 30, 2024 · Ishares 0-3 Month Treasury Bond ETF · Vanguard S&P 500 Index Fund ETF · Schwab Us Broad Market ETF

84 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Select Sector SPDR Tr

114 positions · as of September 30, 2020 · Apple Inc · Ishares Tr · Amazon Com Inc

1 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T

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

7 positions · as of June 30, 2020 · Vanguard Index Fds · SPDR Ser Tr · SPDR Index Shs Fds

58 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Microsoft Corp

16 positions · as of June 30, 2026 · Amazon.com Inc · Microsoft Corp · Alphabet Inc-cl C

32 positions · as of June 30, 2013 · Hyperion Therapeutics Inc. · Furiex Pharmaceutical, Inc. · Stemline Therapeutics Inc.

156 positions · as of September 30, 2026 · First Tr Exchng Traded Fd Vi · Vanguard Index Fds · Pimco ETF Tr

65 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Alphabet Inc

227 positions · as of September 30, 2026 · Schwab Us Broad Market ETF · Vanguard Information Technology ETF · SPDR Gold Minishares

502 positions · as of March 31, 2015 · Apple Inc · Exxon Mobil Corp · Microsoft Corp

53 positions · as of September 30, 2024 · Pacer Fds Tr · J P Morgan Exchange Traded F · Invesco Qqq Tr

55 positions · as of September 30, 2022 · Microsoft · Merck & Co. · Pfizer Inc.

20 positions · as of June 30, 2026 · Caterpillar Inc Com · Alphabet Inc · Csx Corp

9 positions · as of June 30, 2026 · Vaneck ETF Trust · Cerebras Systems Inc · Pearl Diver Credit Company I

194 positions · as of September 30, 2026 · Schwab Strategic Tr · Apple Inc · Vanguard Intl Equity Index F

93 positions · as of September 30, 2026 · American Centy ETF Tr · First Tr Exchange Traded Fd · First Tr Exchange-traded Fd

4 positions · as of December 31, 2023 · Ishares Tr · Ishares Gold Tr · Ishares U S ETF Tr

14 positions · as of March 31, 2026 · Vanguard Ftse Dev Markets ETF · SPDR S&P 500 ETF · Vanguard S&P500 ETF

65 positions · as of September 30, 2026 · Nvidia Corp · Veeva Sys Inc Class A · Microsoft Corp