Managers

79 positions · as of June 30, 2026 · Aim ETF Products Trust · Ishares Tr · Invesco Qqq Tr

13 positions · as of September 30, 2018 · SPDR S&P 500 ETF Tr · Diamondback Energy Inc · Netflix Inc

250 positions · as of June 30, 2026 · Ishares Dj Us Technology · Fidelity Msci Information Technology Index ETF · Fidelity High Dividend ETF

34 positions · as of March 31, 2025 · Vanguard Index Fds · Vanguard Bd Index Fds · Invesco Qqq Tr

34 positions · as of June 30, 2021 · PG&E Corp · Alexion Pharmaceuticals Inc · Starboard Value Acquisitn Co

75 positions · as of December 31, 2019 · Dupont De Nemours Inc · Dow Inc Com · Apple Inc

94 positions · as of June 30, 2026 · Apple Inc Com · Vanguard Morningstar Total Stock Market ETF · Vanguard Total Bond Market ETF

40 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Schwab Strategic Tr

91 positions · as of September 30, 2026 · Ishares Liquidity Income Fund · Lumentum Holdings Inc. · Advanced Micro Devices

17 positions · as of June 30, 2026 · Ishares Tr · Invesco Qqq Tr · State Str SPDR S&P 500 ETF T

34 positions · as of September 30, 2022 · Proshares Short Sp500 · SPDR Bloomberg 13 Month Tbill ETF · Schwab Us Dividend Equity ETF

46 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Invesco Exchange Traded Fd T

39 positions · as of September 30, 2026 · Ishares Tr · Fidelity Covington Trust · Fidelity Merrimack Str Tr

31 positions · as of June 30, 2026 · Mercadolibre Inc · Ishares Tr · Ishares Inc

21 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · SPDR Series Trust

90 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Nvidia Corporation · Vanguard Index Fds

92 positions · as of September 30, 2026 · Schwab Strategic Tr · Microsoft Corp · Johnson & Johnson

83 positions · as of September 30, 2021 · Ishares Tr · First Tr Exchange-traded Fd · Microsoft Corp

13 positions · as of September 30, 2026 · Alphabet Inc · Amazon Com Inc · Visa Inc

53 positions · as of June 30, 2026 · Dillards Inc · Ishares Tr · State Str SPDR S&P 500 ETF T

131 positions · as of June 30, 2026 · Invesco Exch Traded Fd Tr Ii · Capital Group Dividend Value · Invesco Exchange Traded Fd T

33 positions · as of June 30, 2023 · Ishares Tr · SPDR Index Shs Fds · Two Rds Shared Tr

50 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Index Shs Fds

39 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Vanguard Bd Index Fds