Managers

196 positions · as of June 30, 2023 · Apple Inc Com · Microsoft Corp Com · Vanguard Small-cap Growth ETF

85 positions · as of September 30, 2026 · Ishares Core S&P 500 ETF · Impact Shares Naacp Minority Empwrmt ETF · Ishares Esg Advanced Msci Usa ETF

4 positions · as of June 30, 2026 · Veeva Sys Inc · Servicetitan Inc · Doximity Inc

41 positions · as of September 30, 2026 · Ishares Tr · Wisdomtree Tr · Ishares Inc

88 positions · as of September 30, 2019 · Amazon Com Inc · Apple Inc · Visa Inc

88 positions · as of September 30, 2026 · Invesco S&P 500 Low Volatility ETF · Invesco Qqq Tr · Wisdomtree Floating Rate Treasury Fund

9 positions · as of September 30, 2026 · Ryanair Holdings PLC · Taiwan Semiconductor Manufac · Canadian Natl Ry Co

132 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Janus Detroit Str Tr

3 positions · as of June 30, 2026 · Alexandria Real Estate Eq In · Equity Residential · Camden Ppty Tr

31 positions · as of September 30, 2013 · Jazz Pharmaceuticals · Avago Technologies Ltd · Valeant Pharmaceuticals International, Inc.

22 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Ssga Active ETF Tr · Vanguard Index Fds

261 positions · as of September 30, 2026 · Micron Technology Inc · Bank Of Amer Corp · Exelon Corp

7 positions · as of June 30, 2026 · Franco Nev Corp · Fomento Economico Mexicano S · Coca-cola Femsa Sab De Cv

20 positions · as of June 30, 2026 · Invesco Qqq Tr · Vanguard Index Fds · Invesco Exch Trd Slf Idx Fd

39 positions · as of June 30, 2020 · Ishares Tr · Goldman Sachs ETF Tr · Vanguard Index Fds

51 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · First Tr Exchange-traded Fd

116 positions · as of June 30, 2026 · Visa Inc · Vanguard Intl Equity Index F · Thermo Fisher Scientific Inc

83 positions · as of September 30, 2024 · Chefs Whse Inc · Integer Hldgs Corp · Altair Engr Inc

282 positions · as of June 30, 2024 · Apple Inc · Ares Capital Corp · SPDR S&P 500 ETF Tr

59 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Wisdomtree Tr

23 positions · as of September 30, 2026 · Vanguard Index Fds · Vanguard Scottsdale Fds · Vanguard Intl Equity Index F

11 positions · as of June 30, 2026 · Stubhub Hldgs Inc. · Blue Owl Capital Inc. · Cerebras Systems Inc.

108 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Alphabet Inc

99 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr