Managers

2 positions · as of September 30, 2017 · Angies List Inc · Central European Media Entrp

34 positions · as of September 30, 2026 · Ishares Tr · Im Global Partner Funds · Ishares Inc

420 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Vanguard Bd Index Fds

66 positions · as of December 31, 2024 · Ishares Tr · Vanguard Index Fds · Apple Inc

194 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Goldman Sachs ETF Tr

47 positions · as of September 30, 2026 · Vanguard Scottsdale Fds · Vanguard Malvern Fds · Newmont Corp

79 positions · as of September 30, 2026 · Ishares Tr · Simplify Exchange Traded Fun · SPDR Gold Tr

2 positions · as of December 31, 2023 · Vse Corp · Baytex Energy Corp

69 positions · as of June 30, 2026 · Evolv Technologies Hldngs In · Luxexperience Bv · Hippo Hldgs Inc

65 positions · as of September 30, 2025 · Wisdomtree Tr · Schwab Strategic Tr · J P Morgan Exchange Traded F

57 positions · as of June 30, 2026 · Ishares Tr · Enterprise Prods Partners L · Fidelity Covington Trust

36 positions · as of June 30, 2026 · Ishares Tr · Bondbloxx ETF Trust · Uscf ETF Tr

121 positions · as of December 31, 2025 · Vanguard Tax-managed Fds · Hubspot Inc · Vanguard Intl Equity Index F

27 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Scottsdale Fds · Ishares Tr

533 positions · as of December 31, 2018 · Ishares Tr · Jp Morgan Exchange Traded Fd · Ishares Inc

15 positions · as of June 30, 2020 · Mercadolibre Inc · Yum China Hldgs Inc · Jd.com Inc

70 positions · as of September 30, 2023 · Ishares Tr · Schwab Strategic Tr · Invesco Exchange Traded Fd T

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

271 positions · as of June 30, 2026 · Global X 1-3 Month · Touchstone Ultra Short · Dimensional Core Fixed

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

23 positions · as of June 30, 2019 · Intercept Pharmaceuticals Inc · Insmed Inc · Audentes Therapeutics Inc

59 positions · as of June 30, 2026 · Schwab Strategic Tr · Blackrock ETF Trust · Vanguard Index Fds

92 positions · as of June 30, 2026 · Micron Technology Inc · Alphabet Inc · Nvidia Corporation

95 positions · as of September 30, 2022 · Bowlero Corp · Beacon Roofing Supply Inc · Kirby Corporation