Managers

238 positions · as of December 31, 2019 · Ishares Etfs/usa · State Street Etf/usa · Vanguard Etf/usa

14 positions · as of December 31, 2020 · Ishares S&P 500 Growth ETF · Ishares Core S&P Mid Cap ETF · Ishares Russell 1000 Growth ETF

4 positions · as of September 30, 2025 · Entrada Therapeutics, Inc. · Dyne Therapeutics, Inc. · Werewolf Therapeutics, Inc.

12 positions · as of September 30, 2023 · Centessa Pharmaceuticals PLC · Aerovate Therapeutics Inc. · Cyteir Therapeutics, Inc.

45 positions · as of June 30, 2026 · Vanguard Index Funds S&P 500 ETF Usd · Vanguard Index Fds Vanguard Total Stk Mkt ETF · Ishares Core S&P 500 ETF

282 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Whitehall Fds · Nvidia Corporation

64 positions · as of June 30, 2026 · Bill Holdings Inc · Upstart Hldgs Inc · Gossamer Bio Inc

15 positions · as of December 31, 2023 · Ishares Tr · Ishares Gold Tr · Select Sector SPDR Tr

1 positions · as of September 30, 2021 · Draftkings Inc.

13 positions · as of June 30, 2026 · Mntn Inc · Reddit Inc · Life360 Inc

7 positions · as of September 30, 2025 · Evi Industries Inc · Heico Corp New-cl A · Transcat, Inc. Cmn

6 positions · as of September 30, 2022 · Akumin Inc · R1 Rcm Inc · Axogen Inc

120 positions · as of March 31, 2025 · Ishares Msci Eafe Value ETF · Ishares Core S&P 500 ETF · Vanguard S&P 500 Value ETF

38 positions · as of September 30, 2016 · Te Connectivity Ltd · Sensata Technologies Holding N · Diageo PLC ADR

5 positions · as of September 30, 2018 · Diamond Offshore Drilling · Markel Corp · Deere & Co

4 positions · as of September 30, 2023 · Klaviyo Inc · Carvana Co · Uber Technologies Inc

62 positions · as of September 30, 2020 · Pimco Dynamic Income Fd · Ishares Tr · Pimco Dynamic Cr Income Fd

39 positions · as of June 30, 2026 · Innovator Etfs Trust · Ishares Tr · Berkshire Hathaway Inc Del

3 positions · as of September 30, 2024 · Kyverna Therapeutics Inc · Vigil Neuroscience Inc · Candel Therapeutics Inc

25 positions · as of December 31, 2025 · Select Sector SPDR Tr · Ishares Tr · Vaneck ETF Trust

25 positions · as of September 30, 2015 · Randgold Res Ltd · Goldcorp Inc New · Agnico Eagle Mines Ltd

17 positions · as of December 31, 2019 · Cadiz Inc · Global Wtr Res Inc · Aqua America Inc

25 positions · as of December 31, 2022 · Powerfleet Inc · Sequans Communications S A · Lensar Inc

43 positions · as of September 30, 2023 · Exxon Mobil · Microsoft · Unitedhealth Group