Managers

23 positions · as of June 30, 2026 · Space Exploration Techn Corp · Stubhub Hldgs Inc · Cerebras Systems Inc

633 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Invesco Exch Traded Fd Tr Ii

17 positions · as of June 30, 2026 · Rbc Bearings Inc · Amphenol Corp · Teledyne Technologies Inc

359 positions · as of June 30, 2026 · Comcast Corp-class A · Peloton Interactive Inc-a · Airbnb Inc-class A

452 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

59 positions · as of June 30, 2026 · Flywire Corporation · Sempra · Cellebrite Di Ltd

25 positions · as of June 30, 2019 · SPDR Ser Barclays 1-3 Month Tbill ETF · Ishares Tr Core S&P Ttl S · Ishares Tr Russl 1000 Value

1589 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Vanguard Extended Market ETF · Ishares Russell Mid-cap Growth ETF

168 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Select Sector SPDR Tr

373 positions · as of September 30, 2022 · Dimensional ETF Trust · Vanguard Bd Index Fds · Vanguard Index Fds

21 positions · as of June 30, 2026 · Jpmorgan Chase & Co. · Berkshire Hathaway Inc. Class A · American Express Company

72 positions · as of June 30, 2025 · Vanguard Index Fds Value ETF · Vanguard Growth ETF · Ishares Tr Iboxx Inv Cp ETF

351 positions · as of March 31, 2020 · Ishares Tr · Microsoft Corp · Apple Inc

473 positions · as of December 31, 2017 · Carnival Corp · Nxp Semiconductors N V · Advanced Accelerator Applic

218 positions · as of September 30, 2026 · Ishares Tr · Vanguard Tax-managed Fds · Vanguard Index Fds

250 positions · as of June 30, 2026 · SPDR S&P 500 ETF Tr · Ishares Tr · Ab Active Etfs Inc

13 positions · as of June 30, 2026 · Meta Platforms Inc · Alphabet Inc · Credit Accep Corp Mich

108 positions · as of September 30, 2026 · Visa Inc · Philip Morris International Inc · Microsoft Corp

28 positions · as of June 30, 2026 · Liquidia Corporation · Revolution Medicines Inc · Abivax Sa

973 positions · as of September 30, 2026 · Ishares Russell 1000 Value (mkt) · Ishares Russell 1000 Growth · Ishares Tr Russell 1000 Value ETF

231 positions · as of June 30, 2026 · Alphabet Inc · Affirm Hldgs Inc · Apple Inc

140 positions · as of June 30, 2026 · Nvidia Corporation · Micron Technology Inc · Alphabet Inc

18 positions · as of September 30, 2026 · Ishares 1000 Value ETF · Ishares Core Msci Eafe ETF · Ishares Core Us Aggregate Bond ETF

46 positions · as of June 30, 2026 · Invesco Qqq Tr · Ishares Tr · State Str SPDR S&P 500 ETF T