Managers

70 positions · as of September 30, 2026 · Vanguard S&P 500 ETF · State Street Health Care Select Sector SPDR ETF · State Street Technology Select Sector SPDR ETF

1 positions · as of December 31, 2019 · Fgl Hldgs

1 positions · as of September 30, 2025 · Lulus Fashion Lounge Holding

132 positions · as of September 30, 2026 · Apple Inc. · Nvidia Corp · Advanced Micro Devices

4 positions · as of September 30, 2024 · Ishares Tr · Fidelity Merrimack Str Tr · Vanguard Specialized Funds

3 positions · as of September 30, 2014 · Paragon Offshore PLC · Ireland Bk · Uni Pixel Inc

22 positions · as of September 30, 2013 · Exxon Mobil Corp · Johnson & Johnson · Colgate Palmolive Co

11 positions · as of September 30, 2026 · Ishares Tr Core S&P500 ETF · Vanguard Index Fds S&P 500 ETF Shs · Vanguard World Fd Inf Tech ETF

7 positions · as of September 30, 2019 · Marriott Vacations Wrldwde C · Mdc Partners Inc · Colony Cap Inc New

4 positions · as of December 31, 2023 · Microsoft Corporation · Nextera Energy Inc · Procter & Gamble Co

16 positions · as of September 30, 2026 · Vaneck ETF Trust · Vanguard Index Fds · Ishares Inc

1 positions · as of September 30, 2018 · Ramco Gershenson Properties Trst

1 positions · as of September 30, 2022 · Amazon Com

4 positions · as of September 30, 2022 · Price T Rowe Group Inc · Jpmorgan Chase & Co · Neogen Corp

121 positions · as of September 30, 2026 · Nvidia Corp · Dell Technologies -c · Advanced Micro Devices

8 positions · as of September 30, 2020 · Tupperware Brands Corp · Chipotle Mexican Grill Inc · American Airls Group Inc

1 positions · as of March 31, 2019 · Virtu Finl Inc

1 positions · as of June 30, 2026 · Velo3d Inc

1641 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Vanguard Index Fds

493 positions · as of September 30, 2026 · Schwab U.s. Broad Market ETF · Vanguard Intermediate Treasury ETF · Vanguard Developed Market ETF

2 positions · as of December 31, 2015 · Golar Lng Ltd Bermuda · Jason Inds Inc

1 positions · as of September 30, 2015 · Vringo Inc

1 positions · as of September 30, 2023 · Zoom Video Communications Inc

100 positions · as of September 30, 2026 · Oreilly Automotive Incorporate · Johnson & Johnson Com · Fastenal Co Com