Managers

47 positions · as of September 30, 2026 · Vanguard Index Fds · Apple Inc · Invesco Exch Traded Fd Tr Ii

109 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Tax-managed Fds

65 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · Ishares Tr · Ea Series Trust

3 positions · as of June 30, 2026 · Rubrik Inc. · Ziprecruiter Inc · Lulus Fashion Lounge Holding

55 positions · as of September 30, 2017 · Berkshire Hathaway Inc Cl B · Wells Fargo & Co New Com · Visa Inc Com Cl A

100 positions · as of September 30, 2026 · Ishares Core U.s. Aggregate Bond ETF · Vanguard Russell 3000 ETF · Vanguard S&P 500 ETF

104 positions · as of March 31, 2026 · Apple Inc · Nvidia Corporation · Ishares Tr

18 positions · as of June 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Vanguard Mun Bd Fds

41 positions · as of June 30, 2026 · Ishares U S ETF Tr · Ishares Tr · Royce Micro-cap Tr Inc

55 positions · as of June 30, 2025 · Ishares Tr · Invesco Exch Trd Slf Idx Fd · Invesco Qqq Tr

23 positions · as of June 30, 2025 · Goldman Sachs Group Inc/the · Meta Platforms Inc · Bank Of America Corp

39 positions · as of December 31, 2021 · Wisdomtree U S Largecap ETF · Wisdomtree Yield Enhanced Us Aggregate Bd Fd ETF · Invesco Qqq ETF

237 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del Cl B New · Apple Inc · Vanguard Morningstar Value ETF

27 positions · as of June 30, 2026 · Costco Wholesale Corporation · Amazon Com Inc · Microsoft Corp

84 positions · as of September 30, 2026 · Innovator Etfs Trust · J P Morgan Exchange Traded F · State Str SPDR S&P 500 ETF T

32 positions · as of September 30, 2026 · Pimco Multisector Bond Active Exchange-traded Fund · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · State Street Technology Select Sector SPDR ETF

59 positions · as of June 30, 2022 · Schwab Strategic Tr · Vaneck ETF Trust · Ishares Gold Tr

105 positions · as of December 31, 2018 · Jpmorgan Chase & Co · Johnson & Johnson · Apple Inc

106 positions · as of September 30, 2026 · Schwab Strategic Tr · Bondbloxx ETF Trust · Vanguard World Fd

89 positions · as of June 30, 2016 · Nuveen Credit Strategies Income Fund · Blackrock Debt Strategies Fund · Invesco Senior Income Trust

29 positions · as of March 31, 2021 · Marriott Intl Inc New · Ross Stores Inc · Facebook Inc

69 positions · as of September 30, 2026 · Dimensional ETF Trust · Ishares Tr · Apple Inc

91 positions · as of June 30, 2025 · First Tr Exchng Traded Fd Vi · Vanguard Index Fds · Invesco Qqq Tr

44 positions · as of September 30, 2026 · Nvidia Corporation · Broadcom Inc · Vanguard World Fd