Q2 2026 13F filing
Updated 32 days ago114 disclosed positions worth $634.5M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $128.1M | 2.89M | 20.18% | — |
| 2 | D DIOD DIMENSIONAL ETF TRUST | $54.1M | 1.47M | 8.53% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $41.9M | 876.9K | 6.60% | — |
| 4 | V VGES VANGUARD INDEX FDS | $37.4M | 101.0K | 5.89% | — |
| 5 | V VGES VANGUARD INSTL INDEX FD | $36.2M | 477.8K | 5.70% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $18.3M | 223.2K | 2.88% | — |
| 7 | S SCHW-PJ SCHWAB STRATEGIC TR | $17M | 687.5K | 2.67% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $16.4M | 234.7K | 2.59% | — |
| 9 | V VGES VANGUARD MUN BD FDS | $16.1M | 318.6K | 2.54% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $15.4M | 279.5K | 2.42% | — |
| 11 | ? N/A EA SERIES TRUST | $13.3M | 114.0K | 2.10% | — |
| 12 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $13.1M | 503.4K | 2.06% | — |
| 13 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $12.1M | 572.9K | 1.91% | — |
| 14 | S SCHW-PJ SCHWAB STRATEGIC TR | $11.6M | 436.0K | 1.82% | — |
| 15 | E ETHA ISHARES TR | $10M | 93.7K | 1.57% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $9.8M | 182.3K | 1.55% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $9.1M | 111.6K | 1.44% | — |
| 18 | V VGES VANGUARD STAR FDS | $9M | 104.7K | 1.41% | — |
| 19 | V VGES VANGUARD WELLINGTON FD | $8.9M | 87.7K | 1.40% | — |
| 20 | V VGES VANGUARD SCOTTSDALE FDS | $8.8M | 150.4K | 1.38% | — |
| 21 | V VGES VANGUARD SCOTTSDALE FDS | $8.6M | 145.3K | 1.35% | — |
| 22 | E ETHA ISHARES TR | $8.1M | 80.2K | 1.27% | — |
| 23 | S SCHW-PJ SCHWAB STRATEGIC TR | $8M | 333.0K | 1.27% | — |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $5.9M | 141.9K | 0.93% | — |
| 25 | V VGES VANGUARD INDEX FDS | $5.8M | 67.3K | 0.91% | — |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $5.6M | 67.9K | 0.88% | — |
| 27 | E ETHA ISHARES TR | $5.3M | 51.8K | 0.83% | — |
| 28 | S STT-PG SPDR SERIES TRUST | $5.2M | 52.5K | 0.82% | — |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $5.2M | 102.1K | 0.82% | — |
| 30 | V VGES VANGUARD CALIF TAX FREE FDS | $5M | 50.0K | 0.79% | — |
| 31 | I IAU ISHARES GOLD TR | $4.9M | 64.4K | 0.77% | — |
| 32 | C CRDO DIMENSIONAL ETF TRUST | $4.3M | 105.2K | 0.68% | — |
| 33 | ? N/A LITMAN GREGORY FDS TR | $4.1M | 133.4K | 0.64% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $3.5M | 68.4K | 0.56% | — |
| 35 | N NSC DIMENSIONAL ETF TRUST | $3.3M | 79.0K | 0.51% | — |
| 36 | N NEE-PS DIMENSIONAL ETF TRUST | $3.2M | 93.9K | 0.50% | — |
| 37 | E ETHA ISHARES TR | $3M | 18.1K | 0.47% | — |
| 38 | A AAPL APPLE INC | $2.9M | 10.2K | 0.46% | — |
| 39 | E ETHA ISHARES TR | $2.8M | 3.7K | 0.44% | — |
| 40 | M MSFT MICROSOFT CORP | $2.6M | 7.0K | 0.41% | — |
| 41 | V VGES VANGUARD MALVERN FDS | $2.6M | 51.6K | 0.41% | — |
| 42 | T TSLA TESLA INC | $2.4M | 5.8K | 0.38% | — |
| 43 | E ETHA ISHARES TR | $2.2M | 94.5K | 0.34% | — |
| 44 | E ETHA ISHARES TR | $1.7M | 7.8K | 0.27% | — |
| 45 | S SCHW-PJ SCHWAB STRATEGIC TR | $1.7M | 69.4K | 0.27% | — |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 44.9K | 0.26% | — |
| 47 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $1.5M | 58.3K | 0.24% | — |
| 48 | G GOOGN ALPHABET INC | $1.5M | 4.2K | 0.23% | — |
| 49 | A AMZN AMAZON COM INC | $1.5M | 6.2K | 0.23% | — |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 31.6K | 0.20% | — |