Managers

84 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Vanguard Scottsdale Fds

20 positions · as of September 30, 2026 · Alphabet Inc. - Class C · Ross Stores, Inc. · Unitedhealth Group Incorporated

180 positions · as of September 30, 2026 · Vanguard Dividend Appreciation ETF · Vanguard High Dividend Yield Index ETF · Apple Inc Com

89 positions · as of June 30, 2026 · Nvidia Corporation · Ishares Tr · State Str SPDR S&P 500 ETF T

363 positions · as of September 30, 2026 · Ishares Tr · Applied Matls Inc · Bank New York Mellon Corp

15 positions · as of June 30, 2026 · Taiwan Semiconductor Mfg Ltd · Circle Internet Group Inc · Pinduoduo Inc

381 positions · as of September 30, 2024 · SPDR S&P 500 ETF Trust · Nvidia Corporation Com · Netflix Inc Com

56 positions · as of June 30, 2026 · Alphabet Inc · Apple Inc · Taiwan Semiconductor Manufac

219 positions · as of December 31, 2022 · Dimensional ETF Trust · Vanguard Scottsdale Fds · Ishares Tr

98 positions · as of September 30, 2026 · First Tr Exchange-traded Fd · Micron Technology Inc · Capital Group Core Equity Et

9 positions · as of June 30, 2026 · SPDR Portfolio S&P 500 ETF · Invesco Qqq Trust Series 1 · SPDR Dow Jones Industrial Average ETF Trust

121 positions · as of June 30, 2026 · Illinois Tool Wks Inc · SPDR Series Trust · Apple Inc

135 positions · as of September 30, 2026 · Vanguard Morningstar Total Stock Market ETF · Apple Inc · Jpmorgan U.s. Quality Factor ETF

50 positions · as of September 30, 2026 · Applied Matls Inc · Apple Inc · Amphenol Corp

24 positions · as of June 30, 2026 · Prologis Inc. · Cbre Group Inc · Federal Rlty Invt Tr New

25 positions · as of September 30, 2026 · Dimensional ETF Trust · American Centy ETF Tr · Invesco Qqq Tr

259 positions · as of June 30, 2026 · Ishares Tr · Ishares Inc · Gilead Sciences Inc

55 positions · as of June 30, 2026 · Ishares Tr · Blackrock ETF Trust · SPDR Series Trust

29 positions · as of March 31, 2024 · Vanguard Index Fds · SPDR S&P 500 ETF Tr · Ishares Tr

66 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Invesco Qqq Tr

24 positions · as of December 31, 2019 · Transdigm Group Inc · Mastercard Inc · Visa Inc

43 positions · as of June 30, 2017 · Berkshire Hathaway Inc Del · Mcdonalds Corp · Microsoft Corp

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

74 positions · as of September 30, 2026 · American Centy ETF Tr · Sprott Asset Management LP · Fidelity Merrimack Str Tr