Q3 2026 13F filing
Updated 16 days ago313 disclosed positions worth $532.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $95.8M | 1.83M | 17.98% | Added(+1.8%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $50.8M | 1.09M | 9.54% | Added(+1.8%) |
| 3 | V VANGUARD BD INDEX FDS | $32.5M | 655.5K | 6.10% | Added(+1.3%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $31.6M | 351.1K | 5.94% | Added(+7.5%) |
| 5 | E BLACKROCK ETF TRUST II | $30.5M | 601.1K | 5.73% | Added(+1.9%) |
| 6 | V VANGUARD MALVERN FDS | $14.2M | 288.3K | 2.67% | Added(+7.6%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $13.8M | 146.5K | 2.59% | Added(+11.3%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $9.6M | 207.6K | 1.79% | Trimmed(-2.0%) |
| 9 | A APPLE INC | $9.4M | 28.3K | 1.77% | Added(+8.4%) |
| 10 | E ISHARES U S ETF TR | $9.1M | 184.0K | 1.71% | Trimmed(-3.1%) |
| 11 | N NVIDIA CORPORATION | $9M | 39.3K | 1.68% | Added(+3.4%) |
| 12 | D DIMENSIONAL ETF TRUST | $8.5M | 229.0K | 1.59% | Trimmed(-0.0%) |
| 13 | V VANGUARD INDEX FDS | $8.1M | 89.4K | 1.51% | Added(+2.5%) |
| 14 | M MICROSOFT CORP | $7.3M | 14.3K | 1.38% | Added(+15.6%) |
| 15 | V VANGUARD INDEX FDS | $6.7M | 18.0K | 1.26% | Added(+2.3%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $5.4M | 99.0K | 1.02% | Trimmed(-0.0%) |
| 17 | B BERKSHIRE HATHAWAY INC DEL | $5M | 10.0K | 0.94% | Added(+4.4%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $4.8M | 93.2K | 0.91% | Added(+2.9%) |
| 19 | ? N/A VANGUARD MALVERN FDS | $4.8M | 64.7K | 0.89% | Added(+2.7%) |
| 20 | A AMAZON COM INC | $4.5M | 18.0K | 0.84% | Added(+8.8%) |
| 21 | G ALPHABET INC | $3.3M | 9.7K | 0.63% | Added(+5.5%) |
| 22 | V VANGUARD INDEX FDS | $3.1M | 13.6K | 0.59% | Added(+0.2%) |
| 23 | C DIMENSIONAL ETF TRUST | $3.1M | 74.5K | 0.58% | Added(+0.0%) |
| 24 | M META PLATFORMS INC | $3M | 4.2K | 0.57% | Added(+7.6%) |
| 25 | N DIMENSIONAL ETF TRUST | $2.7M | 69.4K | 0.51% | Trimmed(-0.5%) |
| 26 | G ALPHABET INC | $2.7M | 8.0K | 0.51% | Added(+3.8%) |
| 27 | A BROADCOM INC | $2.7M | 7.6K | 0.50% | Added(+1.1%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 68.8K | 0.49% | Trimmed(-1.4%) |
| 29 | V VANGUARD INDEX FDS | $2.5M | 3.6K | 0.48% | Trimmed(-0.0%) |
| 30 | V VANGUARD INDEX FDS | $2.5M | 11.4K | 0.46% | Added(+7.4%) |
| 31 | ? N/A SEI EXCHANGE TRADED FUNDS | $2.4M | 92.8K | 0.46% | Added(+105.3%) |
| 32 | ? N/A AMERICAN CENTY ETF TR | $2.4M | 20.2K | 0.45% | Trimmed(-0.3%) |
| 33 | B BANK OF AMER CORP | $2.3M | 42.6K | 0.44% | Added(+2.8%) |
| 34 | J JPMORGAN CHASE & CO | $2.3M | 7.0K | 0.44% | Added(+7.6%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $2.3M | 21.2K | 0.43% | Added(+5.3%) |
| 36 | M MICRON TECHNOLOGY INC | $2.2M | 2.1K | 0.41% | Added(+3.3%) |
| 37 | E ISHARES TR | $2M | 79.4K | 0.38% | Added(+1.8%) |
| 38 | H HOME DEPOT INC | $1.9M | 6.7K | 0.36% | Added(+238.3%) |
| 39 | S STATE STR SPDR S&P 500 ETF T | $1.9M | 2.5K | 0.36% | Added(+2.4%) |
| 40 | T TESLA INC | $1.9M | 5.3K | 0.35% | Added(+3.5%) |
| 41 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.8M | 4.0K | 0.34% | Added(+13.8%) |
| 42 | E ISHARES TR | $1.8M | 2.3K | 0.33% | Trimmed(-1.0%) |
| 43 | C COMMERCE BANCSHARES INC | $1.8M | 32.0K | 0.33% | — |
| 44 | X EXXONMOBIL HOLDINGS CORP | $1.7M | 10.6K | 0.32% | — |
| 45 | L ELI LILLY & CO | $1.7M | 1.4K | 0.31% | Added(+14.6%) |
| 46 | J JOHNSON & JOHNSON | $1.7M | 6.3K | 0.31% | Added(+8.0%) |
| 47 | A ADVANCED MICRO DEVICES INC | $1.7M | 2.7K | 0.31% | Added(+1.3%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 24.3K | 0.30% | Unchanged |
| 49 | V VANGUARD TAX-MANAGED FDS | $1.6M | 22.3K | 0.30% | Added(+1.0%) |
| 50 | Q INVESCO QQQ TR | $1.5M | 2.0K | 0.28% | Added(+13.0%) |