Q3 2026 13F filing
Updated 21 days ago86 disclosed positions worth $590.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $126.5M | 2.85M | 21.40% | Added(+0.3%) |
| 2 | V VANGUARD INSTL INDEX FD | $82.2M | 1.09M | 13.91% | Added(+59.0%) |
| 3 | D DIMENSIONAL ETF TRUST | $67.5M | 1.82M | 11.42% | Added(+0.8%) |
| 4 | A APPLE INC | $52.1M | 156.3K | 8.81% | Trimmed(-4.7%) |
| 5 | V VANGUARD BD INDEX FDS | $39.7M | 544.7K | 6.72% | Added(+4.5%) |
| 6 | ? N/A RBB FUND TRUST | $38M | 581.4K | 6.44% | Trimmed(-0.2%) |
| 7 | V VANGUARD BD INDEX FDS | $23.5M | 307.3K | 3.97% | Added(+0.9%) |
| 8 | C CAPITAL GROUP INTL FOCUS EQT | $20.9M | 608.6K | 3.53% | Added(+4.1%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $19.5M | 165.9K | 3.31% | Added(+1.4%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $15.7M | 354.1K | 2.66% | Added(+1.9%) |
| 11 | C CAPITAL GROUP DIVIDEND VALUE | $12.3M | 250.8K | 2.07% | Added(+1.0%) |
| 12 | C CAPITAL GROUP GROWTH ETF | $10.6M | 223.9K | 1.80% | Added(+1.8%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $10M | 106.1K | 1.69% | Added(+1.4%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $7.1M | 164.4K | 1.20% | Trimmed(-0.8%) |
| 15 | N DIMENSIONAL ETF TRUST | $5.5M | 162.8K | 0.93% | Trimmed(-0.9%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $5M | 125.7K | 0.84% | Trimmed(-0.8%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $5M | 63.5K | 0.84% | Added(+2.1%) |
| 18 | G ALPHABET INC | $4.4M | 13.0K | 0.75% | Trimmed(-18.9%) |
| 19 | S SHOPIFY INC | $3M | 19.9K | 0.50% | Added(+8.9%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 59.8K | 0.48% | Added(+3.7%) |
| 21 | N NVIDIA CORPORATION | $2.2M | 9.7K | 0.37% | Trimmed(-14.6%) |
| 22 | J JOHNSON & JOHNSON | $2.1M | 7.9K | 0.35% | Trimmed(-5.9%) |
| 23 | V VANGUARD INDEX FDS | $2.1M | 3.0K | 0.35% | Added(+0.5%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 40.3K | 0.32% | Added(+22.1%) |
| 25 | T TESLA INC | $1.6M | 4.4K | 0.27% | Trimmed(-3.0%) |
| 26 | V VANGUARD WORLD FD | $1.5M | 24.8K | 0.25% | Trimmed(-5.5%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $1.3M | 29.0K | 0.22% | Added(+8.4%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 17.5K | 0.20% | Unchanged |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $1M | 18.3K | 0.17% | Unchanged |
| 30 | M MICROSOFT CORP | $937K | 1.8K | 0.16% | Added(+0.3%) |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $909K | 1.8K | 0.15% | Unchanged |
| 32 | V VANGUARD TAX-MANAGED FDS | $888K | 12.6K | 0.15% | Unchanged |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $849K | 17.1K | 0.14% | Added(+0.5%) |
| 34 | Q INVESCO QQQ TR | $844K | 1.1K | 0.14% | Added(+0.2%) |
| 35 | A AMAZON COM INC | $823K | 3.3K | 0.14% | Trimmed(-12.8%) |
| 36 | V VANGUARD INDEX FDS | $777K | 2.2K | 0.13% | Unchanged |
| 37 | L ELI LILLY & CO | $757K | 654 | 0.13% | Unchanged |
| 38 | A ADVANCED MICRO DEVICES INC | $731K | 1.2K | 0.12% | Unchanged |
| 39 | A APPLIED MATLS INC | $728K | 1.4K | 0.12% | Unchanged |
| 40 | C CHEVRON CORPORATION | $694K | 3.4K | 0.12% | Trimmed(-6.8%) |
| 41 | V VANGUARD INDEX FDS | $674K | 1.8K | 0.11% | Unchanged |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $652K | 13.5K | 0.11% | Added(+3.2%) |
| 43 | E EVERSOURCE ENERGY | $610K | 9.5K | 0.10% | Unchanged |
| 44 | A ANALOG DEVICES INC | $581K | 1.5K | 0.10% | Trimmed(-2.1%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $544K | 11.4K | 0.09% | — |
| 46 | G ALPHABET INC | $526K | 1.5K | 0.09% | Unchanged |
| 47 | K KLA CORP | $524K | 2.7K | 0.09% | Unchanged |
| 48 | Z ZYMEWORKS INC | $493K | 18.6K | 0.08% | Unchanged |
| 49 | ? N/A LISTED FDS TR | $418K | 5.8K | 0.07% | Unchanged |
| 50 | C CISCO SYS INC | $417K | 3.9K | 0.07% | Trimmed(-9.0%) |