Managers

14 positions · as of June 30, 2026 · Toast, Inc. · Take-two Interactive Software, Inc. · The Trade Desk, Inc.

193 positions · as of September 30, 2026 · Ishares Tr · Futurecrest Acquisition Corp · Meta Platforms Inc

75 positions · as of June 30, 2026 · Arrow Invts Tr · Ishares Tr · Ishares Inc

1410 positions · as of September 30, 2026 · Ishares Tr · Ea Series Trust · Nvidia Corporation

96 positions · as of December 31, 2025 · Aim ETF Products Trust · Innovator Etfs Trust · Bondbloxx ETF Trust

20 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Invesco Qqq Tr

5 positions · as of June 30, 2026 · Sea Ltd-adr · Crocs Inc · Teck Resources Ltd-cl B

1 positions · as of June 30, 2026 · National Cinemedia Inc

10 positions · as of June 30, 2026 · Oracle Corp · Alibaba Group Hldg Ltd · Nvidia Corporation

195 positions · as of September 30, 2026 · Ares Capital Corp · Aldel Finl Ii Inc · Ares Acquisition Corp Iii

136 positions · as of June 30, 2026 · State Street SPDR S&P 500 ETF · Ishares 1-3 Year Treasury Bond ETF · Vanguard Short-term Inflation-protected Securities ETF

45 positions · as of March 31, 2025 · Vanguard Index Fds · Vanguard Scottsdale Fds · Ishares Tr

102 positions · as of June 30, 2026 · Invesco Qqq Tr · Angel Oak Funds Trust · Invesco Exch Trd Slf Idx Fd

64 positions · as of June 30, 2025 · Ishares Tr · Nvidia Corporation · Ea Series Trust

16 positions · as of September 30, 2024 · Invesco Qqq Tr · Oscar Health Inc · Ishares Tr

100 positions · as of September 30, 2026 · Microsoft Corp · Apple Inc · Alphabet Inc

1 positions · as of June 30, 2026 · Cbiz Inc

1 positions · as of June 30, 2026 · Valvoline Inc

2 positions · as of June 30, 2026 · Vanguard Total Stock Mkt ETF · Ishares Core S&P Total U.s. ETF

44 positions · as of June 30, 2026 · Invesco Qqq Tr · Bancorp Inc Del · Green Dot Corp

84 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc · Palo Alto Networks Inc

97 positions · as of September 30, 2026 · Microsoft · Alphabet · Berkshire Hathaway Inc

130 positions · as of June 30, 2026 · Capital Group Growth ETF Shs Creation Unit · Capital Group Core Equity ETF Shs Creation Unit · Ft Vest Rising Dividend Achievers Target

75 positions · as of September 30, 2026 · Ishares Tr · Accenture PLC Ireland · State Str SPDR S&P 500 ETF T