Managers

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

47 positions · as of September 30, 2026 · Ishares Tr · Invesco Exchange Traded Fd T · Invesco Qqq Tr

430 positions · as of June 30, 2025 · Vanguard Index FDSS&P 500 ETF Shs · Ishares Trmsci Eafe ETF · J P Morgan Exchange Traded Fultra Shrt ETF

48 positions · as of June 30, 2018 · SPDR S&P 500 · Invesco Qqq Trust · SPDR S&P Midcap 400

275 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Alphabet Inc

52 positions · as of June 30, 2026 · Nvidia Corporation · Vanguard World Fd · Vaneck ETF Trust

61 positions · as of September 30, 2026 · Capital Grp Fixed Incm ETF T · Capital Group Dividend Growe · Capital Group Growth ETF

4 positions · as of June 30, 2026 · Staar Surgical Co · Lufax Holding Ltd · Power Solutions Intl Inc

131 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · Apple Inc

108 positions · as of September 30, 2023 · SPDR S&P 500 ETF Tr · Apple Inc · Microsoft Corp

3 positions · as of June 30, 2026 · Wealthfront Corp · Block Inc · Oportun Finl Corp

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

1 positions · as of December 31, 2014 · Ovascience Inc

1471 positions · as of June 30, 2026 · Vanguard Morningstar Mega Cap Value ETF · Vanguard Morningstar Mega Cap Growth ETF · Vanguard Short-term Treasury ETF

72 positions · as of June 30, 2026 · American Centy ETF Tr · Capital Grp Fixed Incm ETF T · J P Morgan Exchange Traded F

76 positions · as of December 31, 2024 · Walmart Inc · Kinder Morgan Inc Del · Cisco Sys Inc

57 positions · as of September 30, 2026 · Dimensional ETF Trust · SPDR Series Trust · Vanguard Index Fds

18 positions · as of December 31, 2025 · Mastercard Inc · Visa Inc · Shift4 Payments Inc

57 positions · as of June 30, 2026 · Capital Group Dividend Value · Monster Beverage Corp New · American Centy ETF Tr

70 positions · as of December 31, 2014 · Vanguard S&P 500 ETF · Vanguard REIT Index ETF · Vanguard Dividend Appreciation

70 positions · as of June 30, 2026 · Vanguard Ftse Developed Markets ETF · Schwab Fundamental U.s. Large Company ETF · Vanguard Dividend Appreciation ETF

248 positions · as of June 30, 2023 · Ishares Msci Eafe (mkt) · Microsoft Corp · Ishares Core S&P 500 (mkt)

8 positions · as of June 30, 2026 · Schwab Strategic Tr · Vanguard Bd Index Fds · Vanguard Index Fds

135 positions · as of September 30, 2026 · Vertiv Holdings Co · Ishares Tr · Schwab Strategic Tr