Managers

46 positions · as of March 31, 2019 · Lattice Strategies Tr · Ishares Inc · Ishares Tr

65 positions · as of September 30, 2026 · Invesco Exchange Traded Fd T · Schwab Strategic Tr · Alphabet Inc

22 positions · as of December 31, 2022 · Biomarin Pharmaceutical Inc · Dexcom Inc · Cytokinetics Inc

25 positions · as of December 31, 2013 · SPDR S&P 500 ETF Trust · Ishares Core S&P Small-cap E · Ishares Core S&P Midcap ETF

32 positions · as of June 30, 2017 · Ishares Core S&P 500 ETF · Ishares Msci Eafe ETF · SPDR Bloomberg Barclays Short Term Corporate Bond ETF

37 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · State Str SPDR S&P 500 ETF T

20 positions · as of June 30, 2026 · Up Fintech Hldg Ltd · Ishares Tr · Klarna Group PLC

155 positions · as of September 30, 2026 · Schwab U.s. Aggregate Bond ETF · Schwab International Equity ETF · Schwab U.s. Broad Marketetf

65 positions · as of September 30, 2026 · State Street SPDR S&P 500 ETF Trust · Ready Capital Corp · Proshares Short Vix Short-term Futures ETF

15 positions · as of June 30, 2026 · Williams Cos Inc · Mplx LP · Enterprise Prods Partners L

49 positions · as of September 30, 2026 · S&P Regional Banks · Bancorp Inc · Wintrust Finacial Corp

18 positions · as of June 30, 2026 · Expand Energy Corporation · Eqt Corp · Gulfport Energy Corp

75 positions · as of March 31, 2023 · Preformed Line Prods Co · Covenant Logistics Group Inc · Mastercraft Boat Hldgs Inc

71 positions · as of June 30, 2026 · SPDR Series Trust · Alphabet Inc · Apple Inc

117 positions · as of September 30, 2015 · Apple Inc · Microsoft Corp · Lilly Eli & Co

99 positions · as of September 30, 2016 · Alphabet Inc · Intercontinentalexchange Inc · Comcast Corp New

47 positions · as of June 30, 2026 · Alphabet Inc · Uber Technologies Inc · Birkenstock Holding PLC

38 positions · as of June 30, 2015 · Ishares · Apple Inc · Abbvie Inc

249 positions · as of June 30, 2026 · Howmet Aerospace Inc · Palo Alto Networks Inc · Finance Of America Compan

183 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · Innovator Etfs Trust

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

133 positions · as of June 30, 2026 · Apple Inc · Caterpillar Inc · Johnson & Johnson

90 positions · as of June 30, 2026 · Invesco Exchange Traded Fd T · Fidelity Merrimack Str Tr · American Centy ETF Tr

21 positions · as of June 30, 2026 · Ishares Tr · Ishares Inc · Vanguard Tax-managed Fds