Q3 2026 13F filing
Updated 21 days ago673 disclosed positions worth $2.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $120.6M | 156.0K | 5.46% | Added(+4.3%) |
| 2 | J J P MORGAN EXCHANGE TRADED F | $48.7M | 968.8K | 2.20% | Added(+18.0%) |
| 3 | A APPLE INC | $47.4M | 138.3K | 2.15% | Added(+6.1%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $45.5M | 860.8K | 2.06% | Trimmed(-7.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $44.1M | 1.18M | 2.00% | Added(+1.6%) |
| 6 | C CAPITAL GROUP INTL FOCUS EQT | $39.6M | 1.20M | 1.79% | Added(+5.2%) |
| 7 | V VANGUARD INDEX FDS | $39.5M | 439.2K | 1.79% | Added(+11.1%) |
| 8 | P PUTNAM ETF TRUST | $39.1M | 725.6K | 1.77% | Added(+16.1%) |
| 9 | V VANGUARD TAX-MANAGED FDS | $36.3M | 524.0K | 1.64% | Added(+4.2%) |
| 10 | E ISHARES TR | $34.3M | 474.4K | 1.55% | Added(+9.7%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $33.1M | 737.3K | 1.50% | Added(+0.6%) |
| 12 | M MICROSOFT CORP | $32.3M | 60.4K | 1.46% | Trimmed(-0.5%) |
| 13 | E ISHARES TR | $30.6M | 323.0K | 1.39% | Trimmed(-5.7%) |
| 14 | V VANGUARD INDEX FDS | $30.4M | 80.8K | 1.38% | Trimmed(-1.9%) |
| 15 | N NVIDIA CORPORATION | $30.4M | 137.6K | 1.38% | Added(+5.6%) |
| 16 | S SCHWAB STRATEGIC TR | $30.4M | 901.8K | 1.38% | Added(+6.0%) |
| 17 | E ISHARES TR | $29.3M | 265.8K | 1.32% | Added(+31.7%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $27.8M | 716.1K | 1.26% | Added(+2.2%) |
| 19 | V VANGUARD INTL EQUITY INDEX F | $27.3M | 463.4K | 1.23% | Added(+5.7%) |
| 20 | E ISHARES TR | $26.5M | 299.0K | 1.20% | Added(+7.9%) |
| 21 | ? N/A HORIZON FDS | $26.3M | 2.84M | 1.19% | — |
| 22 | S SPDR SERIES TRUST | $25.4M | 280.2K | 1.15% | Added(+5.9%) |
| 23 | S STATE STR SPDR S&P 500 ETF T | $24.5M | 31.8K | 1.11% | Added(+1.7%) |
| 24 | V VANGUARD INDEX FDS | $23.2M | 289.4K | 1.05% | Added(+5.4%) |
| 25 | G SPDR GOLD TR | $22.7M | 60.4K | 1.03% | Added(+2.7%) |
| 26 | V VANGUARD ADMIRAL FDS INC | $22.3M | 177.4K | 1.01% | Added(+10.8%) |
| 27 | C CAPITAL GROUP GROWTH ETF | $21.8M | 460.0K | 0.99% | Trimmed(-5.4%) |
| 28 | V VANGUARD WHITEHALL FDS | $21.6M | 136.0K | 0.98% | Trimmed(-2.7%) |
| 29 | ? N/A J P MORGAN EXCHANGE TRADED F | $20.7M | 404.9K | 0.94% | Added(+12.9%) |
| 30 | P PIMCO ETF TR | $20.3M | 233.1K | 0.92% | Added(+12.7%) |
| 31 | C CAPITAL GRP FIXED INCM ETF T | $20.1M | 800.4K | 0.91% | Added(+5.6%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $19.6M | 253.4K | 0.89% | Trimmed(-0.7%) |
| 33 | ? N/A PGIM ETF TR | $18.3M | 356.3K | 0.83% | Added(+5.4%) |
| 34 | E ISHARES TR | $18.1M | 432.0K | 0.82% | Added(+2.5%) |
| 35 | Q INVESCO QQQ TR | $18.1M | 24.9K | 0.82% | Added(+3.3%) |
| 36 | V VANGUARD INDEX FDS | $17.6M | 24.9K | 0.80% | Trimmed(-21.9%) |
| 37 | S SCHWAB STRATEGIC TR | $16.4M | 689.1K | 0.74% | Trimmed(-18.7%) |
| 38 | A AMAZON COM INC | $14.7M | 57.7K | 0.66% | Trimmed(-2.0%) |
| 39 | E ISHARES TR | $14.5M | 141.1K | 0.66% | Added(+4.7%) |
| 40 | C CAPITAL GROUP DIVIDEND VALUE | $14.4M | 293.6K | 0.65% | Added(+2.2%) |
| 41 | C CAPITAL GROUP CONSERVATIVE E | $14M | 423.8K | 0.63% | Added(+15.3%) |
| 42 | J J P MORGAN EXCHANGE TRADED F | $13.7M | 240.5K | 0.62% | Trimmed(-17.7%) |
| 43 | B ISHARES TR | $13.1M | 160.9K | 0.59% | Added(+3.7%) |
| 44 | ? N/A DFA INVT DIMENSIONS GROUP IN | $13M | 344.3K | 0.59% | — |
| 45 | V VANGUARD INDEX FDS | $12.7M | 44.6K | 0.57% | Added(+3.6%) |
| 46 | C CAPITAL GROUP CORE BALANCED | $10.8M | 292.0K | 0.49% | Added(+7.6%) |
| 47 | ? N/A ARK ETF TR | $10.6M | 66.2K | 0.48% | Added(+65.6%) |
| 48 | ? N/A DFA INVT DIMENSIONS GROUP IN | $10.5M | 248.6K | 0.48% | — |
| 49 | E ISHARES TR | $10M | 19.3K | 0.45% | Trimmed(-14.5%) |
| 50 | J JPMORGAN CHASE & CO | $10M | 29.7K | 0.45% | Added(+1.6%) |