Q3 2026 13F filing
Updated 27 days ago60 disclosed positions worth $160.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $37.3M | 172.4K | 23.21% | Added(+0.8%) |
| 2 | V VANGUARD STAR FDS | $26.3M | 310.1K | 16.41% | Trimmed(-1.1%) |
| 3 | V VANGUARD INDEX FDS | $14M | 49.1K | 8.69% | Trimmed(-2.6%) |
| 4 | V VANGUARD INDEX FDS | $8.4M | 36.2K | 5.21% | Added(+0.1%) |
| 5 | V VANGUARD INDEX FDS | $7.5M | 20.1K | 4.69% | Trimmed(-3.6%) |
| 6 | B BORGWARNER INC | $6.5M | 108.7K | 4.07% | Unchanged |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 115.8K | 3.21% | Unchanged |
| 8 | ? N/A AMERICAN CENTY ETF TR | $4.7M | 40.2K | 2.95% | Added(+11.2%) |
| 9 | V VANGUARD BD INDEX FDS | $3.7M | 49.0K | 2.33% | Added(+5.5%) |
| 10 | V VANGUARD INTL EQUITY INDEX F | $3.6M | 23.2K | 2.24% | Unchanged |
| 11 | V VANGUARD TAX-MANAGED FDS | $3.4M | 48.4K | 2.13% | Added(+3.7%) |
| 12 | S STATE STR SPDR S&P 500 ETF T | $3.4M | 4.4K | 2.11% | Unchanged |
| 13 | V VANGUARD INSTL INDEX FD | $2.4M | 32.1K | 1.52% | Added(+45.8%) |
| 14 | E ISHARES TR | $2.4M | 3.1K | 1.48% | Added(+0.3%) |
| 15 | C CATERPILLAR INC | $2M | 2.4K | 1.23% | Unchanged |
| 16 | B BERKSHIRE HATHAWAY INC DEL | $1.8M | 3.7K | 1.15% | Unchanged |
| 17 | B VANGUARD SPECIALIZED FUNDS | $1.7M | 7.3K | 1.07% | Added(+0.1%) |
| 18 | M MICROSOFT CORP | $1.7M | 3.3K | 1.05% | Unchanged |
| 19 | L LEAR CORP | $1.7M | 14.2K | 1.04% | Unchanged |
| 20 | V VANGUARD INTL EQUITY INDEX F | $1.4M | 23.5K | 0.87% | Added(+0.0%) |
| 21 | B BLACKSTONE INC | $1.1M | 9.4K | 0.65% | Unchanged |
| 22 | V VANGUARD INDEX FDS | $1M | 1.5K | 0.65% | Unchanged |
| 23 | G GENERAL DYNAMICS CORP | $1M | 3.1K | 0.64% | Unchanged |
| 24 | J JPMORGAN CHASE & CO | $1M | 3.1K | 0.64% | Unchanged |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $989K | 18.0K | 0.62% | Unchanged |
| 26 | G ALPHABET INC | $917K | 2.7K | 0.57% | Unchanged |
| 27 | ? N/A AMERICAN CENTY ETF TR | $796K | 8.8K | 0.50% | Added(+13.8%) |
| 28 | V VANGUARD WHITEHALL FDS | $762K | 4.9K | 0.47% | Unchanged |
| 29 | K COCA COLA CO | $711K | 8.3K | 0.44% | Unchanged |
| 30 | G ALPHABET INC | $705K | 2.0K | 0.44% | Unchanged |
| 31 | A APTIV PLC | $688K | 16.0K | 0.43% | Trimmed(-5.7%) |
| 32 | A AMAZON COM INC | $597K | 2.4K | 0.37% | Unchanged |
| 33 | S SPDR SERIES TRUST | $590K | 9.7K | 0.37% | Unchanged |
| 34 | E EATON CORP PLC | $587K | 1.4K | 0.37% | Unchanged |
| 35 | S SANDISK CORP | $574K | 330 | 0.36% | Trimmed(-4.3%) |
| 36 | E ISHARES TR | $570K | 5.3K | 0.35% | Unchanged |
| 37 | V VANGUARD BD INDEX FDS | $569K | 7.8K | 0.35% | Added(+27.8%) |
| 38 | C COGNIZANT TECHNOLOGY SOLUTIO | $551K | 9.6K | 0.34% | Unchanged |
| 39 | V VANGUARD INDEX FDS | $538K | 6.0K | 0.33% | Unchanged |
| 40 | E ISHARES TR | $525K | 1.3K | 0.33% | Trimmed(-4.5%) |
| 41 | A APPLE INC | $479K | 1.4K | 0.30% | Trimmed(-16.8%) |
| 42 | E ISHARES TR | $474K | 1.9K | 0.29% | Unchanged |
| 43 | D DTE ENERGY CO | $464K | 3.8K | 0.29% | Unchanged |
| 44 | B BOEING CO | $452K | 2.4K | 0.28% | Unchanged |
| 45 | F FORD MTR CO | $443K | 36.7K | 0.28% | Trimmed(-1.3%) |
| 46 | R RTX CORPORATION | $442K | 2.4K | 0.28% | Unchanged |
| 47 | E ISHARES TR | $430K | 3.2K | 0.27% | Unchanged |
| 48 | A AT&T INC | $381K | 15.6K | 0.24% | Unchanged |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $369K | 4.8K | 0.23% | Unchanged |
| 50 | H HOME DEPOT INC | $328K | 1.2K | 0.20% | Unchanged |