Q3 2026 13F filing
Updated 13 days ago144 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $130.2M | 170.1K | 11.00% | Added(+95.2%) |
| 2 | V VANGUARD WORLD FD | $87.4M | 943.5K | 7.38% | Added(+92.4%) |
| 3 | V VANGUARD SCOTTSDALE FDS | $69.9M | 643.3K | 5.91% | Added(+88.2%) |
| 4 | V VANGUARD SCOTTSDALE FDS | $62.3M | 483.4K | 5.26% | Added(+127.8%) |
| 5 | V VANGUARD WORLD FD | $59.2M | 367.6K | 5.00% | Added(+96.2%) |
| 6 | E ISHARES TR | $54.5M | 327.6K | 4.60% | Added(+97.8%) |
| 7 | C CAPITAL GRP FIXED INCM ETF T | $53.6M | 2.53M | 4.53% | Added(+104.1%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $53.2M | 641.1K | 4.50% | Added(+113.7%) |
| 9 | I INVESCO EXCHANGE TRADED FD T | $40.9M | 196.6K | 3.45% | Added(+100.7%) |
| 10 | V VANGUARD WHITEHALL FDS | $37M | 238.4K | 3.13% | Added(+101.1%) |
| 11 | J J P MORGAN EXCHANGE TRADED F | $36.4M | 809.9K | 3.07% | Added(+117.8%) |
| 12 | J J P MORGAN EXCHANGE TRADED F | $34.7M | 617.8K | 2.93% | Added(+122.6%) |
| 13 | V VANGUARD BD INDEX FDS | $29.2M | 400.2K | 2.46% | Added(+116.5%) |
| 14 | E ISHARES TR | $29M | 323.5K | 2.45% | Added(+118.5%) |
| 15 | A APPLE INC | $27.4M | 82.3K | 2.32% | Added(+97.2%) |
| 16 | E ISHARES TR | $27.1M | 529.1K | 2.29% | Added(+89.3%) |
| 17 | E ISHARES TR | $25.9M | 1.18M | 2.19% | Added(+112.0%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $25.9M | 163.9K | 2.19% | Added(+104.7%) |
| 19 | J J P MORGAN EXCHANGE TRADED F | $20.8M | 340.2K | 1.76% | Added(+53.2%) |
| 20 | Q INVESCO QQQ TR | $15.4M | 20.9K | 1.30% | Added(+95.8%) |
| 21 | V VANGUARD INDEX FDS | $11.7M | 149.5K | 0.99% | Added(+104.5%) |
| 22 | V VANGUARD INDEX FDS | $11.6M | 40.9K | 0.98% | Added(+99.9%) |
| 23 | A AMAZON COM INC | $10.3M | 41.5K | 0.87% | Added(+108.8%) |
| 24 | F FIRST TR EXCHANGE-TRADED FD | $9.4M | 100.1K | 0.79% | Added(+90.2%) |
| 25 | E ISHARES TR | $9M | 60.6K | 0.76% | Added(+91.5%) |
| 26 | ? N/A HARTFORD FDS EXCHANGE TRADED | $8.8M | 239.9K | 0.75% | Added(+78.6%) |
| 27 | E INVESCO EXCH TRADED FD TR II | $7.8M | 25.7K | 0.66% | Added(+24.6%) |
| 28 | N NVIDIA CORPORATION | $7.4M | 32.4K | 0.63% | Added(+119.1%) |
| 29 | S SPDR SERIES TRUST | $7.2M | 296.1K | 0.61% | — |
| 30 | M NYLIM ACTIVE ETF TR | $6.5M | 284.7K | 0.55% | Added(+83.8%) |
| 31 | G ALPHABET INC | $6M | 17.7K | 0.51% | Added(+100.6%) |
| 32 | M MICROSOFT CORP | $5.4M | 10.6K | 0.46% | Added(+119.9%) |
| 33 | E ISHARES TR | $5.4M | 38.0K | 0.46% | Added(+100.9%) |
| 34 | E ISHARES TR | $5.4M | 192.6K | 0.46% | Added(+98.3%) |
| 35 | M MERCK & CO INC | $5.1M | 34.9K | 0.43% | Added(+100.6%) |
| 36 | K PROSHARES TR | $4.7M | 99.3K | 0.40% | Added(+85.1%) |
| 37 | V VANGUARD INDEX FDS | $4.5M | 20.9K | 0.38% | Added(+96.3%) |
| 38 | E ISHARES TR | $4.3M | 18.9K | 0.36% | Added(+101.0%) |
| 39 | J J P MORGAN EXCHANGE TRADED F | $4.2M | 88.8K | 0.36% | Added(+114.0%) |
| 40 | J JOHNSON & JOHNSON | $3.8M | 14.5K | 0.32% | Added(+105.8%) |
| 41 | V VANGUARD INDEX FDS | $3.7M | 9.9K | 0.31% | Added(+101.1%) |
| 42 | S STATE STR SPDR S&P 500 ETF T | $3.6M | 4.8K | 0.31% | Added(+97.4%) |
| 43 | E ISHARES TR | $3.5M | 34.7K | 0.30% | Added(+82.2%) |
| 44 | E ISHARES TR | $3.4M | 34.9K | 0.29% | Added(+81.5%) |
| 45 | V VANGUARD INDEX FDS | $3.3M | 4.7K | 0.28% | Added(+99.2%) |
| 46 | V VANGUARD MUN BD FDS | $3.3M | 68.7K | 0.28% | Added(+142.7%) |
| 47 | M META PLATFORMS INC | $3M | 4.2K | 0.26% | Added(+116.0%) |
| 48 | G ALPHABET INC | $3M | 8.7K | 0.25% | Added(+136.3%) |
| 49 | V VANGUARD MALVERN FDS | $3M | 40.2K | 0.25% | Added(+181.4%) |
| 50 | E ISHARES TR | $2.9M | 6.8K | 0.25% | Added(+100.0%) |