Managers

50 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Ameriserv Finl Inc

38 positions · as of December 31, 2015 · Ship Finance International L · Apollo Coml Real Est Fin Inc · Starwood Ppty Tr Inc

23 positions · as of June 30, 2026 · Nvidia Corp · General Electric · Goldman Sachs

132 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Ishares Inc

62 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

73 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Pimco ETF Tr

3 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust Ii

237 positions · as of March 31, 2022 · Ishares Tr · Vanguard Index Fds · Amazon Com Inc

21 positions · as of June 30, 2026 · Mercury Sys Inc · Centuri Holdings Inc · Somnigroup International Inc

28 positions · as of September 30, 2023 · SPDR S&P 500 ETF Tr · Invesco Qqq Tr · Advanced Micro Devices Inc

263 positions · as of September 30, 2026 · Apple Inc. · Microsoft Corp · Alphabet Inc. Cl A

44 positions · as of September 30, 2017 · SPDR S&P 500 ETF Trust · Vanguard Index Tr REIT Vipers · Ishares Core S&P 500 ETF

127 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Global X Fds

63 positions · as of September 30, 2026 · Ishares Tr · Invesco Qqq Tr · Amgen Inc

30 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Gmo ETF Trust

15 positions · as of December 31, 2019 · Nelnet Inc · Alphabet Inc · Air Transport Services Group

63 positions · as of September 30, 2025 · Ishares Tr · Apple Inc · Vanguard Tax-managed Fds

18 positions · as of June 30, 2026 · Alphabet Inc. Cl-a · Advanced Micro Device Ltd. · Royal Bank Cda

69 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Dimensional ETF Trust

20 positions · as of December 31, 2018 · Ishares Tr Core Us Aggbd · Ishares Tr Russell 3000 · Ishares Tr Usa Momentum Fct

73 positions · as of June 30, 2026 · SPDR Gold Tr · Genedx Holdings Corp · Fidelity Wise Origin Bitcoin

26 positions · as of June 30, 2018 · Agnc Investment Corp · Annaly Capital Management Inc · Aberdeen Asia Pac Income Fund

21 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Exch Traded Fd Tr Ii · Ellington Financial Inc

213 positions · as of June 30, 2013 · Ishares Tr · Avnet Inc · Jp Morgan Chase & Co