Q3 2026 13F filing
Updated 20 days ago80 disclosed positions worth $290.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $37.2M | 223.8K | 12.81% | Trimmed(-0.3%) |
| 2 | E ISHARES TR | $24.7M | 275.7K | 8.49% | Added(+0.5%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $17.4M | 392.0K | 6.00% | Trimmed(-1.9%) |
| 4 | V VANGUARD TAX-MANAGED FDS | $15.8M | 224.3K | 5.45% | Trimmed(-1.2%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $15.5M | 389.9K | 5.33% | Trimmed(-2.6%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $15.3M | 139.5K | 5.25% | Trimmed(-5.9%) |
| 7 | ? N/A EA SERIES TRUST | $14.1M | 119.3K | 4.86% | Added(+57.0%) |
| 8 | V VANGUARD INDEX FDS | $13.2M | 35.2K | 4.53% | Trimmed(-3.4%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $13.1M | 231.5K | 4.51% | Trimmed(-13.3%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $8.6M | 199.5K | 2.97% | Added(+0.8%) |
| 11 | S SPDR INDEX SHS FDS | $7.7M | 153.8K | 2.66% | Trimmed(-0.3%) |
| 12 | S SPDR SERIES TRUST | $7.3M | 79.7K | 2.52% | Trimmed(-0.4%) |
| 13 | A APPLE INC | $6.8M | 20.4K | 2.34% | Trimmed(-6.6%) |
| 14 | ? N/A EA SERIES TRUST | $6.4M | 230.3K | 2.22% | Trimmed(-15.7%) |
| 15 | D DIMENSIONAL ETF TRUST | $6.3M | 169.8K | 2.16% | Trimmed(-17.5%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 134.5K | 2.15% | Trimmed(-16.9%) |
| 17 | E ISHARES TR | $5.3M | 46.5K | 1.81% | Added(+134.3%) |
| 18 | V VANGUARD MALVERN FDS | $5.2M | 106.2K | 1.80% | Trimmed(-0.1%) |
| 19 | E ISHARES INC | $4.5M | 55.5K | 1.55% | Trimmed(-1.6%) |
| 20 | M MICROSOFT CORP | $3.8M | 7.4K | 1.30% | Trimmed(-13.8%) |
| 21 | V VANGUARD INTL EQUITY INDEX F | $3.6M | 61.4K | 1.25% | Trimmed(-0.8%) |
| 22 | M DIMENSIONAL ETF TRUST | $3.6M | 63.9K | 1.23% | Trimmed(-0.7%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 68.9K | 1.09% | Added(+23.4%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 23.3K | 0.94% | Trimmed(-7.7%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 40.2K | 0.92% | Trimmed(-3.2%) |
| 26 | W WALMART INC | $2.5M | 23.8K | 0.85% | Trimmed(-2.1%) |
| 27 | N NVIDIA CORPORATION | $2.4M | 10.5K | 0.83% | Added(+1.4%) |
| 28 | V VANGUARD BD INDEX FDS | $2.3M | 30.4K | 0.80% | Added(+43.7%) |
| 29 | E ISHARES TR | $2.3M | 3.0K | 0.79% | Trimmed(-1.7%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 50.0K | 0.65% | Trimmed(-3.7%) |
| 31 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 18.2K | 0.59% | Unchanged |
| 32 | M MARSH & MCLENNAN COS INC | $1.4M | 8.4K | 0.49% | Added(+0.4%) |
| 33 | A AMAZON COM INC | $1.3M | 5.0K | 0.43% | Trimmed(-1.8%) |
| 34 | W WELLS FARGO & CO | $1.2M | 14.7K | 0.41% | Trimmed(-18.1%) |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $925K | 16.8K | 0.32% | Unchanged |
| 36 | C COSTCO WHOLESALE CORPORATION | $925K | 1.0K | 0.32% | Trimmed(-5.0%) |
| 37 | B VANGUARD SPECIALIZED FUNDS | $872K | 3.7K | 0.30% | Added(+10.7%) |
| 38 | S SCHWAB STRATEGIC TR | $805K | 26.8K | 0.28% | Unchanged |
| 39 | M STATE STR SPDR S&P MIDCAP 40 | $774K | 1.2K | 0.27% | Unchanged |
| 40 | V VANGUARD WHITEHALL FDS | $771K | 5.0K | 0.27% | Unchanged |
| 41 | S SCHWAB STRATEGIC TR | $741K | 22.8K | 0.25% | Trimmed(-0.8%) |
| 42 | E ISHARES TR | $730K | 10.9K | 0.25% | Unchanged |
| 43 | S SELECT SECTOR SPDR TR | $723K | 3.7K | 0.25% | Unchanged |
| 44 | G ALPHABET INC | $719K | 2.1K | 0.25% | Added(+1.1%) |
| 45 | G ALPHABET INC | $687K | 2.0K | 0.24% | Added(+2.8%) |
| 46 | Q INVESCO QQQ TR | $686K | 928 | 0.24% | Trimmed(-58.8%) |
| 47 | A ABSCI CORPORATION | $667K | 62.0K | 0.23% | Unchanged |
| 48 | S STATE STR SPDR S&P 500 ETF T | $659K | 864 | 0.23% | Unchanged |
| 49 | E ISHARES TR | $647K | 13.1K | 0.22% | Unchanged |
| 50 | E ISHARES TR | $635K | 12.6K | 0.22% | — |