Q3 2026 13F filing
Updated 17 days ago251 disclosed positions worth $840.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $47.8M | 168.0K | 5.69% | Added(+4.4%) |
| 2 | C CAPITAL GROUP DIVIDEND VALUE | $46.5M | 951.8K | 5.53% | Added(+3.0%) |
| 3 | C CAPITAL GROUP GROWTH ETF | $45.6M | 961.6K | 5.43% | Added(+8.1%) |
| 4 | E ISHARES TR | $32.1M | 446.7K | 3.83% | Added(+12.5%) |
| 5 | C CAPITAL GROUP CORE EQUITY ET | $28M | 630.2K | 3.34% | Added(+5.4%) |
| 6 | V VANGUARD SCOTTSDALE FDS | $25.8M | 333.9K | 3.07% | Added(+18.4%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $24M | 152.0K | 2.86% | Added(+13.3%) |
| 8 | F FIDELITY COVINGTON TRUST | $22.8M | 376.2K | 2.72% | Added(+17.1%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $21.1M | 560.1K | 2.51% | Added(+5.6%) |
| 10 | V VANGUARD INDEX FDS | $20.6M | 55.1K | 2.45% | Trimmed(-0.5%) |
| 11 | V VANGUARD INDEX FDS | $17.3M | 192.5K | 2.05% | Added(+9.9%) |
| 12 | H DIMENSIONAL ETF TRUST | $14.8M | 369.6K | 1.76% | Added(+74.9%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $14.6M | 313.2K | 1.73% | Added(+59.6%) |
| 14 | G WORLD GOLD TR | $12.8M | 156.0K | 1.53% | Added(+14.4%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $12.5M | 240.6K | 1.49% | Trimmed(-25.1%) |
| 16 | E INVESCO EXCH TRADED FD TR II | $12.5M | 41.0K | 1.49% | Added(+30.3%) |
| 17 | C CAPITAL GRP FIXED INCM ETF T | $11.2M | 527.6K | 1.33% | Added(+1.6%) |
| 18 | C CAPITAL GROUP GBL GROWTH EQT | $11.1M | 278.9K | 1.32% | Trimmed(-1.8%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $10.8M | 212.0K | 1.29% | Added(+39.7%) |
| 20 | ? N/A INVESCO EXCH TRD SLF IDX FD | $10.8M | 554.8K | 1.29% | Trimmed(-2.1%) |
| 21 | ? N/A PGIM ROCK ETF TR | $10.6M | 323.7K | 1.27% | Trimmed(-0.5%) |
| 22 | ? N/A PGIM ROCK ETF TR | $10.5M | 336.2K | 1.25% | Trimmed(-0.2%) |
| 23 | V VANGUARD WHITEHALL FDS | $10.1M | 64.8K | 1.20% | Added(+5.4%) |
| 24 | ? N/A INNOVATOR ETFS TRUST | $9.7M | 203.2K | 1.16% | Added(+11.4%) |
| 25 | V VANGUARD SCOTTSDALE FDS | $9.6M | 123.2K | 1.15% | Added(+15.1%) |
| 26 | E ISHARES TR | $9.6M | 12.5K | 1.14% | Added(+28.1%) |
| 27 | ? N/A INNOVATOR ETFS TRUST | $9.6M | 188.4K | 1.14% | Added(+10.4%) |
| 28 | I INNOVATOR ETFS TRUST | $9.5M | 190.7K | 1.13% | Added(+11.4%) |
| 29 | ? N/A INNOVATOR ETFS TRUST | $9.4M | 217.9K | 1.12% | Added(+9.9%) |
| 30 | M MICROSOFT CORP | $9.3M | 18.2K | 1.11% | Added(+3.4%) |
| 31 | S SPDR SERIES TRUST | $8.7M | 360.4K | 1.04% | Added(+7.7%) |
| 32 | A APPLE INC | $8.7M | 26.2K | 1.04% | Added(+7.5%) |
| 33 | S SCHWAB STRATEGIC TR | $8.2M | 300.2K | 0.98% | Added(+10.8%) |
| 34 | N NVIDIA CORPORATION | $8M | 35.2K | 0.96% | Added(+4.1%) |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $7.1M | 136.4K | 0.84% | Trimmed(-9.1%) |
| 36 | S SPDR SERIES TRUST | $6.5M | 105.8K | 0.77% | Trimmed(-0.9%) |
| 37 | A BROADCOM INC | $6.4M | 18.3K | 0.77% | Added(+5.3%) |
| 38 | ? N/A INVESCO EXCH TRD SLF IDX FD | $6.3M | 322.2K | 0.75% | Trimmed(-0.0%) |
| 39 | N DIMENSIONAL ETF TRUST | $6M | 152.1K | 0.71% | Added(+1.2%) |
| 40 | T TESLA INC | $5.6M | 15.8K | 0.67% | Trimmed(-35.8%) |
| 41 | A AMAZON COM INC | $5.5M | 22.1K | 0.66% | Added(+7.4%) |
| 42 | L ELI LILLY & CO | $5.4M | 4.6K | 0.64% | Trimmed(-1.2%) |
| 43 | ? N/A INVESCO EXCH TRD SLF IDX FD | $5.2M | 285.1K | 0.62% | Trimmed(-12.7%) |
| 44 | C CAPITAL GROUP CORE BALANCED | $5.2M | 140.9K | 0.62% | Added(+2.4%) |
| 45 | ? N/A INVESCO EXCH TRD SLF IDX FD | $5M | 248.2K | 0.59% | Trimmed(-0.7%) |
| 46 | E LEGG MASON ETF INVT | $4.8M | 53.1K | 0.57% | Added(+0.8%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $4M | 99.9K | 0.47% | Added(+10.4%) |
| 48 | G ALPHABET INC | $3.9M | 11.6K | 0.47% | Added(+6.0%) |
| 49 | G ALPHABET INC | $3.7M | 10.7K | 0.44% | Added(+1.7%) |
| 50 | J JPMORGAN CHASE & CO | $3.7M | 11.1K | 0.44% | Added(+3.4%) |