Managers

55 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · State Street SPDR Portfolio Developed World Ex-us ETF · State Street SPDR Portfolio Emerging Markets ETF

26 positions · as of June 30, 2026 · Jpmorgan Chase & Co · Energy Transfer L P · Exxon Mobil Corp

70 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · American Centy ETF Tr

111 positions · as of June 30, 2026 · Vanguard Index Fds · First Tr Exchng Traded Fd Vi · Schwab Strategic Tr

197 positions · as of June 30, 2026 · Eli Lilly & Co · Centrus Energy Corp · Icon Pub Ltd Co

64 positions · as of September 30, 2026 · Invesco Exch Trd Slf Idx Fd · Vanguard Index Fds · Ishares Tr

54 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Dimensional World Ex U.s. Core Equity 2 ETF · Vanguard Dividend Appreciation ETF

22 positions · as of June 30, 2026 · Nvidia Ord · Micron Technology Ord · Teradyne Ord

97 positions · as of September 30, 2026 · Invesco S&P 500 Equal Weight ETF · Ishares Core S&P 500 ETF · Proshares S&P 500 Dividend Aristocrats ETF

327 positions · as of September 30, 2026 · Jpmorgan Income ETF · Janus Henderson Securitized Income ETF · Man Active High Yield ETF

90 positions · as of September 30, 2026 · Schwab Strategic Tr · Alphabet Inc · Apple Inc

99 positions · as of June 30, 2026 · Apple Inc · Nvidia Corporation · Alphabet Inc

64 positions · as of September 30, 2026 · Invesco Exchange Traded Fd T · Ishares Tr · Nuveen Amt Free Mun Cr Inc F

402 positions · as of September 30, 2026 · Aim ETF Products Trust · Elevation Series Trust · Pimco ETF Tr

87 positions · as of June 30, 2026 · American Centy ETF Tr · Ishares Tr · ETF Opportunities Trust

2 positions · as of June 30, 2026 · Coinbase Global Inc · Dlocal Ltd

58 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Pacer Fds Tr

5 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Berkshire Hathaway Inc Del

2 positions · as of September 30, 2018 · Tesla Inc · Foresight Energy LP

30 positions · as of September 30, 2026 · Putnam ETF Trust · Harbor ETF Trust · Apple Inc

28 positions · as of June 30, 2026 · Dimensional ETF Trust · Meta Platforms Inc · Simplify Exchange Traded Fun

67 positions · as of September 30, 2019 · Farmers Natl Banc Corp · Berkshire Hathaway Inc Del · Apple Inc

143 positions · as of June 30, 2022 · Schwab Strategic Tr · Apple Inc · Exxon Mobil Corp

19 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · Ishares Tr · Intel Corp