Managers

78 positions · as of June 30, 2013 · Mac Gray Corp · Exxon Mobil · Johnson & Johnson

328 positions · as of June 30, 2022 · Ishares Tr · Ssga Active ETF Tr · Vanguard Intl Equity Index F

26 positions · as of December 31, 2021 · Curo Group Holdings Corp · Mvb Finl Corp · Ally Finl Inc

6 positions · as of December 31, 2021 · Aurora Innovation, Inc. · Sunrun, Inc. · Alibaba Group Holding Ltd.

21 positions · as of December 31, 2016 · Dbv Technologies · Heron Therapeutics Inc · Coherus Biosciences Inc

38 positions · as of December 31, 2023 · Apple Inc · United Rentals Inc · Alphabet Inc

39 positions · as of September 30, 2026 · Aim ETF Products Trust · Elevation Series Trust · Pimco ETF Tr

42 positions · as of June 30, 2025 · Berkshire Hathaway Class B · Kkr & Co Inc · Visa Inc Class A

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

15 positions · as of September 30, 2019 · Schwab Strategic Tr · Vanguard Intl Equity Index F · Invesco Qqq Tr

79 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · Wisdomtree Tr

129 positions · as of March 31, 2020 · Vanguard Total Bond Market · Ishares Iboxx High Yld Corp · Vanguard Ftse Developed ETF

39 positions · as of June 30, 2026 · Ishares Tr · Schwab Strategic Tr · J P Morgan Exchange Traded F

4 positions · as of June 30, 2026 · Trupanion Inc · Pagaya Technologies Ltd · Ethos Technologies Inc

145 positions · as of June 30, 2026 · Ishares Tr · Space Exploration Techn Corp · Asml Hldg Nv

112 positions · as of December 31, 2023 · Apple Inc · Microsoft Corp · Nvidia Corporation

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

24 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Intuitive Surgical Inc

57 positions · as of June 30, 2026 · Applied Matls Inc · Mks Instruments Inc · Macom Tech Solutions Hldgs I

116 positions · as of June 30, 2026 · Goldman Sachs ETF Tr · Berkshire Hathaway Inc Del · J P Morgan Exchange Traded F

72 positions · as of June 30, 2026 · Claros Mtg Tr Inc · Ishares Tr · Select Sector SPDR Tr

100 positions · as of September 30, 2022 · Ishares Tr · Ishares Gold Tr · Ishares Inc

23 positions · as of December 31, 2017 · Etsy Inc · Vail Resorts Inc · Paypal Hldgs Inc

30 positions · as of December 31, 2015 · Vulcan Matls Co · Advance Auto Parts Inc · Alphabet Inc