Q3 2026 13F filing
Updated 3 days ago70 disclosed positions worth $164.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $16.1M | 43.1K | 9.80% | — |
| 2 | ? N/A DFA INVT DIMENSIONS GROUP IN | $13.9M | 371.9K | 8.48% | — |
| 3 | V VANGUARD TAX-MANAGED FDS | $13.3M | 189.0K | 8.12% | — |
| 4 | ? N/A AMERICAN CENTY ETF TR | $8.8M | 94.1K | 5.38% | — |
| 5 | ? N/A AMERICAN CENTY ETF TR | $6.7M | 61.3K | 4.08% | — |
| 6 | R DIMENSIONAL ETF TRUST | $6.2M | 74.6K | 3.77% | — |
| 7 | E ISHARES TR | $6M | 59.3K | 3.65% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 134.8K | 3.55% | — |
| 9 | S DIMENSIONAL ETF TRUST | $5.6M | 139.9K | 3.38% | — |
| 10 | P PIMCO ETF TR | $5.3M | 106.4K | 3.22% | — |
| 11 | V VANGUARD SCOTTSDALE FDS | $4.7M | 59.5K | 2.83% | — |
| 12 | S SPDR SERIES TRUST | $4.6M | 167.2K | 2.77% | — |
| 13 | H DIMENSIONAL ETF TRUST | $4.4M | 117.0K | 2.68% | — |
| 14 | M AMERICAN CENTY ETF TR | $4.4M | 37.0K | 2.65% | — |
| 15 | V VANGUARD CHARLOTTE FDS | $4M | 84.8K | 2.42% | — |
| 16 | V VANGUARD SCOTTSDALE FDS | $3.5M | 45.0K | 2.11% | — |
| 17 | V VANGUARD MALVERN FDS | $3.4M | 68.3K | 2.05% | — |
| 18 | A APPLE INC | $3.3M | 9.9K | 2.01% | — |
| 19 | E ISHARES TR | $2.9M | 6.7K | 1.76% | — |
| 20 | A DIMENSIONAL ETF TRUST | $2.9M | 43.5K | 1.76% | — |
| 21 | E ISHARES TR | $2.7M | 25.9K | 1.65% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 90.3K | 1.49% | — |
| 23 | V VANGUARD INTL EQUITY INDEX F | $2.1M | 36.1K | 1.30% | — |
| 24 | ? N/A AMERICAN CENTY ETF TR | $2.1M | 23.3K | 1.28% | — |
| 25 | ? N/A AMERICAN CENTY ETF TR | $2M | 15.4K | 1.20% | — |
| 26 | M MICROSOFT CORP | $1.9M | 3.7K | 1.16% | — |
| 27 | S SPDR SERIES TRUST | $1.6M | 15.7K | 0.97% | — |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 35.4K | 0.96% | — |
| 29 | S SCHWAB STRATEGIC TR | $1.5M | 52.9K | 0.88% | — |
| 30 | A AMAZON COM INC | $1.4M | 5.7K | 0.86% | — |
| 31 | M DIMENSIONAL ETF TRUST | $1.1M | 20.1K | 0.68% | — |
| 32 | E ISHARES TR | $939K | 1.2K | 0.57% | — |
| 33 | S STATE STR SPDR S&P 500 ETF T | $904K | 1.2K | 0.55% | — |
| 34 | E ISHARES TR | $848K | 8.5K | 0.52% | — |
| 35 | S SCHWAB STRATEGIC TR | $804K | 22.1K | 0.49% | — |
| 36 | ? N/A AMERICAN CENTY ETF TR | $800K | 18.0K | 0.49% | — |
| 37 | Q INVESCO QQQ TR | $739K | 999 | 0.45% | — |
| 38 | E ISHARES TR | $713K | 1.7K | 0.43% | — |
| 39 | V VANGUARD INDEX FDS | $697K | 3.0K | 0.42% | — |
| 40 | E ISHARES TR | $667K | 13.0K | 0.41% | — |
| 41 | O BANK OF MONTREAL | $666K | 4.0K | 0.40% | — |
| 42 | N NVIDIA CORPORATION | $560K | 2.5K | 0.34% | — |
| 43 | N CLOUDFLARE INC | $538K | 1.6K | 0.33% | — |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $515K | 9.4K | 0.31% | — |
| 45 | E ISHARES TR | $486K | 18.9K | 0.30% | — |
| 46 | S SPDR SERIES TRUST | $478K | 10.3K | 0.29% | — |
| 47 | M MCKESSON CORP | $470K | 550 | 0.29% | — |
| 48 | M META PLATFORMS INC | $469K | 647 | 0.29% | — |
| 49 | S SCHWAB STRATEGIC TR | $454K | 19.0K | 0.28% | — |
| 50 | F FIDELITY NATL INFORMATION SV | $434K | 13.2K | 0.26% | — |