Managers

496 positions · as of June 30, 2026 · Nvidia Corp · Apple Inc · Alphabet Inc

384 positions · as of December 31, 2025 · Paccar Inc · Vanguard Index Fds · Ishares Tr

26 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · SPDR Series Trust

155 positions · as of June 30, 2026 · National Fuel Gas Co · Ameren Corp · Alliant Energy Corp

19 positions · as of June 30, 2026 · State Street SPDR S&P 500 ETF · Invesco Qqq Trust Series 1 · Taiwan Semiconductor Manufacturing Co Ltd

100 positions · as of September 30, 2026 · Apple Inc · Alphabet Inc Class A · Taiwan Semiconductor M F Spons

315 positions · as of June 30, 2026 · Ishares Tr · Corning Inc · Alps ETF Tr

100 positions · as of September 30, 2026 · Vanguard Intermediate-term Bond ETF · Ishares Core S&P 500 ETF · Vanguard Short-term Bond ETF

149 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Vanguard Index Fds

41 positions · as of June 30, 2026 · Canadian Nat Res Ltd Med Ter · Slb Limited · Range Res Corp

538 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Apple Inc

483 positions · as of June 30, 2026 · Ishares Tr · Tempus Ai Inc · Nvidia Corporation

186 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · Vanguard Index Fds

49 positions · as of March 31, 2018 · Toronto Dominion Bank · Nutrien Ltd · Suncor Energy Inc

222 positions · as of June 30, 2026 · Caterpillar Inc. · Berkshire Hathaway Inc Cl B · Microsoft Corp

144 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · SPDR S&P 500 ETF

236 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Bd Index Fds

609 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Tax-managed Fds

8 positions · as of September 30, 2018 · Sensata Technologies · Nlsn · Spgi

181 positions · as of September 30, 2026 · Taiwan Semiconductor Manufacturing Co., Ltd. · Alphabet Inc. · Microsoft Corp.

479 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Vanguard Index Fds

248 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · Western Digital Corp

25 positions · as of June 30, 2026 · Edgewise Therapeutics Inc · Asml Holding N V · Hemab Therapeutics Hldgs Inc

155 positions · as of September 30, 2021 · Ishares Tr · Schwab Strategic Tr · Apple Inc