Q3 2026 13F filing
Updated 28 days ago113 disclosed positions worth $249.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $29.3M | 176.1K | 11.76% | Added(+6.3%) |
| 2 | V VANGUARD BD INDEX FDS | $28.1M | 400.9K | 11.29% | Added(+12.8%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $25.4M | 360.3K | 10.21% | Added(+4.2%) |
| 4 | V VANGUARD INTL EQUITY INDEX F | $10.1M | 170.1K | 4.05% | Added(+3.7%) |
| 5 | V VANGUARD CHARLOTTE FDS | $10M | 213.1K | 4.01% | Added(+3.0%) |
| 6 | ? N/A INVESCO EXCHANGE TRADED FD T | $8.6M | 152.4K | 3.45% | Added(+4.2%) |
| 7 | E ISHARES TR | $8.3M | 10.8K | 3.32% | Trimmed(-1.3%) |
| 8 | E ISHARES TR | $7.2M | 71.2K | 2.89% | Added(+21.7%) |
| 9 | V VANGUARD INDEX FDS | $6.8M | 76.4K | 2.75% | Added(+5.9%) |
| 10 | E ISHARES TR | $5.9M | 119.3K | 2.36% | Added(+20.8%) |
| 11 | N NVIDIA CORPORATION | $5.9M | 25.7K | 2.36% | Added(+5.9%) |
| 12 | A APPLE INC | $5.7M | 17.2K | 2.31% | Added(+0.7%) |
| 13 | V VANGUARD INTL EQUITY INDEX F | $5.2M | 33.3K | 2.08% | Added(+2.4%) |
| 14 | M MICROSOFT CORP | $4.6M | 8.9K | 1.84% | Added(+0.8%) |
| 15 | E ISHARES TR | $3.7M | 38.7K | 1.50% | Added(+6.4%) |
| 16 | E ISHARES TR | $3.6M | 123.6K | 1.46% | Added(+10.6%) |
| 17 | C SPDR SERIES TRUST | $3.6M | 35.6K | 1.45% | Added(+7.0%) |
| 18 | V VANGUARD BD INDEX FDS | $3.4M | 43.8K | 1.35% | Added(+12.1%) |
| 19 | V VANGUARD INTL EQUITY INDEX F | $3.2M | 74.6K | 1.27% | Added(+8.8%) |
| 20 | S SCHWAB STRATEGIC TR | $2.6M | 104.5K | 1.05% | Added(+15.8%) |
| 21 | E ISHARES TR | $2.6M | 27.7K | 1.05% | Added(+0.9%) |
| 22 | S SPDR SERIES TRUST | $2.6M | 84.3K | 1.04% | Added(+9.5%) |
| 23 | A AMAZON COM INC | $2.6M | 10.3K | 1.03% | Added(+10.2%) |
| 24 | I INVESCO ACTVELY MNGD ETC FD | $2.5M | 129.6K | 1.00% | Added(+2.9%) |
| 25 | E ISHARES U S ETF TR | $2.3M | 63.2K | 0.94% | Added(+1.3%) |
| 26 | G ALPHABET INC | $2.2M | 6.5K | 0.90% | Added(+1.1%) |
| 27 | V INVESCO EXCH TRADED FD TR II | $2.1M | 100.6K | 0.83% | Added(+14.3%) |
| 28 | G ALPHABET INC | $2M | 5.9K | 0.81% | Added(+10.7%) |
| 29 | A BROADCOM INC | $2M | 5.6K | 0.79% | Added(+7.8%) |
| 30 | M META PLATFORMS INC | $1.7M | 2.4K | 0.70% | Added(+12.7%) |
| 31 | E ISHARES INC | $1.7M | 21.3K | 0.70% | Added(+3.3%) |
| 32 | E ISHARES TR | $1.5M | 16.4K | 0.60% | Added(+8.5%) |
| 33 | V VANGUARD INDEX FDS | $1.4M | 3.8K | 0.58% | Trimmed(-2.8%) |
| 34 | E ISHARES TR | $1.4M | 6.8K | 0.57% | Added(+3.9%) |
| 35 | T TESLA INC | $1.4M | 4.0K | 0.57% | Added(+34.3%) |
| 36 | S SPDR SERIES TRUST | $1.4M | 14.8K | 0.55% | Added(+16.5%) |
| 37 | E ISHARES U S ETF TR | $1.2M | 25.0K | 0.50% | Added(+9.4%) |
| 38 | L ELI LILLY & CO | $1.2M | 1.0K | 0.48% | Added(+1.8%) |
| 39 | J ISHARES TR | $1.2M | 13.9K | 0.47% | Trimmed(-0.4%) |
| 40 | V VANGUARD MUN BD FDS | $1M | 22.0K | 0.42% | Added(+0.9%) |
| 41 | A ADVANCED MICRO DEVICES INC | $1M | 1.7K | 0.42% | Added(+28.6%) |
| 42 | T TAIWAN SEMICONDUCTOR MANUFAC | $1M | 2.2K | 0.41% | Added(+16.9%) |
| 43 | J JPMORGAN CHASE & CO | $991K | 3.0K | 0.40% | Added(+1.2%) |
| 44 | M MICRON TECHNOLOGY INC | $974K | 914 | 0.39% | Added(+1.6%) |
| 45 | E ISHARES TR | $916K | 8.8K | 0.37% | Added(+5.5%) |
| 46 | B BERKSHIRE HATHAWAY INC DEL | $853K | 1.7K | 0.34% | Trimmed(-0.9%) |
| 47 | S SCHWAB STRATEGIC TR | $803K | 36.4K | 0.32% | Trimmed(-0.9%) |
| 48 | S SCHWAB STRATEGIC TR | $800K | 36.2K | 0.32% | Added(+0.1%) |
| 49 | E ISHARES TR | $748K | 6.6K | 0.30% | Trimmed(-0.1%) |
| 50 | S SPDR INDEX SHS FDS | $729K | 14.5K | 0.29% | Trimmed(-0.0%) |