Managers

26 positions · as of December 31, 2024 · Ishares Tr · Trimtabs ETF Tr · Vanguard Scottsdale Fds

6 positions · as of September 30, 2025 · Powell Inds Inc · Vertiv Holdings Co · First Solar Inc

3 positions · as of June 30, 2026 · Ridenow Group Inc · Designer Brands Inc

60 positions · as of December 31, 2015 · Ace Limited · Aflac Inc. · General Electric Co

23 positions · as of September 30, 2020 · Alibaba Group Holding Ltd - Sp · Nxp Semiconductors Nv · Manulife Financial Corp

23 positions · as of September 30, 2018 · SPDR S&P 500 ETF Tr · Schwab Strategic Tr · Invesco Exchange Traded Fd T

3 positions · as of June 30, 2026 · Surrozen, Inc. · Oric Pharmaceuticals Inc. · Revolution Medicines Inc

31 positions · as of September 30, 2026 · Costco Wholesale Corporation · Quanta Svcs Inc · Microsoft Corp

74 positions · as of September 30, 2026 · Vanguard Index Fds · Schwab Strategic Tr · Pimco ETF Tr

6 positions · as of September 30, 2015 · Vipshop Hldgs Ltd · Jd Com Inc · Qihoo 360 Technology Co Ltd

4 positions · as of September 30, 2016 · Ishares Tr · Vanguard Scottsdale Fds · Vanguard Bd Index Fd Inc

28 positions · as of September 30, 2017 · Ford Mtr Co Del · Jpmorgan Chase & Co · Allergan PLC

1555 positions · as of September 30, 2026 · Nvidia Corporation · Alphabet Inc · Microsoft Corp

22 positions · as of December 31, 2018 · Vanguard Intl Equity Index F · Select Sector SPDR Tr · Clovis Oncology Inc

52 positions · as of September 30, 2023 · Seagen Inc · Ishares Tr · Zoetis Inc

6 positions · as of September 30, 2025 · Select Sector SPDR Tr · Nextdecade Corp · SPDR Series Trust

34 positions · as of December 31, 2013 · Phillip Morris International In · Merck & Co Inc · General Electric Co

40 positions · as of December 31, 2018 · Baxter Intl Inc · Athenex Inc · Zimmer Biomet Hldgs Inc

25 positions · as of September 30, 2026 · Invesco Exch Trd Slf Idx Fd · First Tr Exchange-traded Fd · Procter & Gamble Co

11 positions · as of March 31, 2026 · Palantir Technologies Inc · Blackrock Inc · Visa Inc

80 positions · as of March 31, 2019 · Vanguard Specialized Portfol · Facebook Inc · Williams Cos Inc Del

624 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Bd Index Fds · Schwab Short-term Bond Index

113 positions · as of June 30, 2026 · Vanguard Small-cap Indexfund ETF Shares · Ibm Corp · Vanguard Total Stock Market Index Fund ETF Shares

96 positions · as of June 30, 2019 · Qts Realty Trust Inc-cl A · Allete Inc · National Bank Hold-cl A