Managers

312 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · First Tr Exchange-traded Fd

1703 positions · as of September 30, 2015 · Wal-mart Stores Inc · Exxon Mobil Corp · Berkshire Hathaway Inc-cl B

777 positions · as of June 30, 2026 · Ishares Msci India ETF · Axis Capital Holdings Ltd · Micron Technology Inc

268 positions · as of June 30, 2026 · SPDR Portfolio Large Cap ETF · SPDR Port Developed World Ex-us ETF · Ishares S&P 500 Index

428 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard World Fd

453 positions · as of June 30, 2026 · Micron Technology, Inc. · Vanguard Total Stock Market ETF · Apple Inc.

191 positions · as of June 30, 2026 · Vanguard Index Fds · Invesco Exch Traded Fd Tr Ii · Schwab Strategic Tr

25 positions · as of June 30, 2015 · First Trst Hlth Care ETF Alpha · First Trust Consumeretf Discre · First Trust ETF Financial

153 positions · as of June 30, 2026 · Alphabet Inc · Royal Bk Cda · Nvidia Corporation

275 positions · as of September 30, 2015 · Cvs Health Corp · Apple Inc · Mastercard Inc

625 positions · as of June 30, 2026 · Ishares Tr · Heico Corp New · Constellation Brands Inc

361 positions · as of September 30, 2026 · Ishares Tr · SPDR Series Trust · Dimensional ETF Trust

586 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Vanguard Total Stock Market ETF · Ishares S&P 500 Value ETF

5 positions · as of June 30, 2026 · Generate Biomedicines Inc · Moderna Inc · Sana Biotechnology Inc

30 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Alphabet Inc · Palo Alto Networks Inc

85 positions · as of June 30, 2021 · Vanguard Index Fds · Ishares Tr · Vanguard Tax-managed Intl Fd

501 positions · as of December 31, 2023 · Ishares Tr · Schwab Strategic Tr · SPDR Ser Tr

93 positions · as of March 31, 2024 · Invesco Qqq Tr · Westrock Co · Alibaba Group Hldg Ltd

191 positions · as of September 30, 2026 · Ishares Core Msci Intl Developed Mkts ETF · Avantis Us Large Cap Value ETF · Nvidia Corp

1229 positions · as of June 30, 2026 · State Street SPDR S&P 500 ETF · Invesco Qqq Trust Series I · Ft Vest U.s. Equity Quarterly 2.5 To 15 Buffer ETF

187 positions · as of September 30, 2021 · Microsoft Corp · Alphabet Inc Class A · Lowes Companies Inc

330 positions · as of September 30, 2026 · Vanguard Index Fds · Select Sector SPDR Tr · Global X Fds

116 positions · as of September 30, 2026 · Select Sector SPDR Tr · Vanguard World Fd · Nvidia Corporation

189 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · SPDR Series Trust