Managers

21 positions · as of December 31, 2022 · Shm - SPDR Nuveen Barclays St Muni ETF · Itm - Vaneck Vectors Amt Free Int Muni · Mub - Ishares S&P National Amt-free Bond F

40 positions · as of December 31, 2024 · SPDR S&P 500 ETF Tr · Ishares Tr · Invesco Qqq Tr

31 positions · as of September 30, 2016 · Mgic Invt Corp Wis · Western Asset Mtg Def Oppty · Realogy Hldgs Corp

337 positions · as of September 30, 2023 · Ishares Tr · Pimco ETF Tr · United Parcel Service Inc

72 positions · as of December 31, 2019 · Ishares Tr · Ishares Inc · SPDR Series Trust

9 positions · as of June 30, 2026 · Mks Inc. · Kanzhun Limited · Analog Devices Inc

22 positions · as of September 30, 2026 · Ishares Tr · Ffb Bancorp · Coastal Finl Corp Wa

5 positions · as of September 30, 2024 · Ishares Tr · SPDR Ser Tr · Invesco Exch Traded Fd Tr Ii

72 positions · as of June 30, 2015 · Vanguard Scottsdale Fds · Vanguard Bd Index Fd Inc · Lockheed Martin Corp

10 positions · as of September 30, 2022 · Mastercard Incorporated · Apple Inc · SPDR S&P 500 ETF Tr

3 positions · as of September 30, 2016 · Nmi Hldgs Inc · Shire PLC · Eco Stim Energy Solutions In

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

146 positions · as of December 31, 2022 · SPDR S&P 500 ETF Tr · Invesco Qqq Tr · Silver Spike Acquisitn Corp

67 positions · as of September 30, 2025 · Ishares Tr · J P Morgan Exchange Traded F · Vanguard Index Fds

4 positions · as of June 30, 2026 · Opendoor Technologies Inc. (open) · Opendoor Technologies Inc. (openw) · Opendoor Technologies Inc. (openl)

3 positions · as of September 30, 2024 · Perpetua Resources Corp · Galiano Gold Inc · Vista Gold Corp

61 positions · as of December 31, 2022 · Ishares Tr · Microsoft Corp · Apple Inc

31 positions · as of September 30, 2017 · Liberty Expedia Holdings · Dell Technologies Inc · Alphabet Inc

52 positions · as of September 30, 2023 · Alphabet Inc · Microsoft Corp · Quanta Svcs Inc

33 positions · as of June 30, 2026 · Flagstar Bank National Assoc · Cvb Finl Corp · Popular Inc

10 positions · as of March 31, 2018 · Worldpay Inc-class A · Expedia Group Inc · Liberty Broadband-c

21 positions · as of June 30, 2016 · Ishares Tr · Vanguard Scottsdale Fds · Dbx ETF Tr

35 positions · as of March 31, 2023 · Ishares Tr · Vanguard Intl Equity Index F · Vanguard Index Fds

48 positions · as of September 30, 2023 · Ishares Tr · SPDR S&P 500 ETF Tr · Vanguard Index Fds