Q3 2026 13F filing
Updated 5 days ago42 disclosed positions worth $185.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $40M | 900.7K | 21.59% | — |
| 2 | ? N/A DFA INVT DIMENSIONS GROUP IN | $34.5M | 417.4K | 18.60% | — |
| 3 | H DIMENSIONAL ETF TRUST | $22.4M | 557.6K | 12.06% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $20.7M | 549.6K | 11.14% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $17.4M | 373.6K | 9.36% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $10.8M | 270.9K | 5.80% | — |
| 7 | E ISHARES TR | $8.6M | 84.9K | 4.63% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.9M | 128.9K | 3.20% | — |
| 9 | E ISHARES TR | $4.6M | 43.9K | 2.47% | — |
| 10 | V VANGUARD BD INDEX FDS | $3.4M | 48.3K | 1.83% | — |
| 11 | D DIMENSIONAL ETF TRUST | $2.8M | 76.5K | 1.53% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 28.9K | 1.29% | — |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $796K | 10.3K | 0.43% | — |
| 14 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.40% | — |
| 15 | E ISHARES TR | $716K | 935 | 0.39% | — |
| 16 | E ISHARES TR | $649K | 11.4K | 0.35% | — |
| 17 | V VANGUARD WORLD FD | $614K | 6.6K | 0.33% | — |
| 18 | N NVIDIA CORPORATION | $600K | 2.6K | 0.32% | — |
| 19 | ? N/A SEI EXCHANGE TRADED FUNDS | $523K | 21.6K | 0.28% | — |
| 20 | C CONOCOPHILLIPS | $522K | 4.2K | 0.28% | — |
| 21 | B BERKSHIRE HATHAWAY INC DEL | $507K | 1.0K | 0.27% | — |
| 22 | I IRON MTN INC DEL | $474K | 4.3K | 0.26% | — |
| 23 | E EXTRA SPACE STORAGE INC | $452K | 3.4K | 0.24% | — |
| 24 | V VANGUARD INDEX FDS | $402K | 574 | 0.22% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $399K | 6.0K | 0.21% | — |
| 26 | C CBRE GROUP INC | $379K | 3.0K | 0.20% | — |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $369K | 9.2K | 0.20% | — |
| 28 | V VANGUARD WORLD FD | $335K | 2.1K | 0.18% | — |
| 29 | E ISHARES TR | $334K | 588 | 0.18% | — |
| 30 | A APPLE INC | $332K | 998 | 0.18% | — |
| 31 | A AMAZON COM INC | $315K | 1.3K | 0.17% | — |
| 32 | U UMH PPTYS INC | $307K | 20.0K | 0.17% | — |
| 33 | C CATERPILLAR INC | $300K | 370 | 0.16% | — |
| 34 | S SELECT SECTOR SPDR TR | $291K | 7.1K | 0.16% | — |
| 35 | W SELECT WATER SOLUTIONS INC | $282K | 14.3K | 0.15% | — |
| 36 | V VANGUARD INTL EQUITY INDEX F | $275K | 1.8K | 0.15% | — |
| 37 | E ESSENTIAL PPTYS RLTY TR INC | $249K | 9.7K | 0.13% | — |
| 38 | E ISHARES TR | $229K | 1.7K | 0.12% | — |
| 39 | S STAG INDUSTRIAL INC | $222K | 6.2K | 0.12% | — |
| 40 | A APPLE HOSPITALITY REIT INC | $222K | 13.7K | 0.12% | — |
| 41 | A AGNC INVT CORP | $120K | 13.2K | 0.06% | — |
| 42 | M MEDICAL PROPERTIES TRUST INC | $90K | 26.1K | 0.05% | — |