Q3 2026 13F filing
Updated 14 days ago560 disclosed positions worth $3.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $395.8M | 519.0K | 10.72% | Added(+3.1%) |
| 2 | B WISDOMTREE TR | $284.1M | 5.64M | 7.70% | Added(+2.1%) |
| 3 | V VANGUARD INDEX FDS | $198.2M | 282.8K | 5.37% | Added(+3.6%) |
| 4 | V VANGUARD INDEX FDS | $146.8M | 392.4K | 3.98% | Added(+3.1%) |
| 5 | V VANGUARD INDEX FDS | $112.3M | 519.8K | 3.04% | Added(+1.2%) |
| 6 | E ISHARES TR | $73.4M | 706.7K | 1.99% | Added(+4.6%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $61.3M | 388.1K | 1.66% | Trimmed(-2.0%) |
| 8 | ? N/A ISHARES TR | $60.9M | 1.20M | 1.65% | Trimmed(-21.0%) |
| 9 | S SPDR SERIES TRUST | $58.2M | 1.97M | 1.58% | Added(+12.8%) |
| 10 | V VANGUARD INTL EQUITY INDEX F | $58M | 699.0K | 1.57% | Added(+1.7%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $48.1M | 1.08M | 1.30% | Added(+5.4%) |
| 12 | S SCHWAB STRATEGIC TR | $46.6M | 1.30M | 1.26% | Added(+1.7%) |
| 13 | V VANGUARD TAX-MANAGED FDS | $42.4M | 600.6K | 1.15% | Added(+2.5%) |
| 14 | A APPLE INC | $41.8M | 125.6K | 1.13% | Added(+3.8%) |
| 15 | V VANGUARD SCOTTSDALE FDS | $38M | 485.8K | 1.03% | Added(+3.6%) |
| 16 | E ISHARES TR | $36.2M | 47.3K | 0.98% | Added(+0.4%) |
| 17 | V VANGUARD INTL EQUITY INDEX F | $34.8M | 586.4K | 0.94% | Added(+3.1%) |
| 18 | V VANGUARD BD INDEX FDS | $34.7M | 494.7K | 0.94% | Added(+3.1%) |
| 19 | S SCHWAB STRATEGIC TR | $34.6M | 1.26M | 0.94% | Trimmed(-0.4%) |
| 20 | S SPDR SERIES TRUST | $33.7M | 177.3K | 0.91% | Added(+2.6%) |
| 21 | D DIMENSIONAL ETF TRUST | $33M | 892.4K | 0.90% | Added(+6.6%) |
| 22 | S SPDR SERIES TRUST | $32.6M | 265.0K | 0.88% | Added(+1.3%) |
| 23 | C CAPITAL GROUP DIVIDEND VALUE | $31.7M | 648.3K | 0.86% | Added(+2.7%) |
| 24 | V VANGUARD INDEX FDS | $31.4M | 347.9K | 0.85% | Added(+10.5%) |
| 25 | C CAPITAL GROUP CORE EQUITY ET | $31M | 696.0K | 0.84% | Added(+2.7%) |
| 26 | S SPDR SERIES TRUST | $30.4M | 497.7K | 0.82% | Trimmed(-4.3%) |
| 27 | C CAPITAL GROUP GBL GROWTH EQT | $28.4M | 713.9K | 0.77% | Added(+3.3%) |
| 28 | S SSGA ACTIVE ETF TR | $28.4M | 705.4K | 0.77% | Added(+6.1%) |
| 29 | E ISHARES TR | $27.8M | 100.0K | 0.75% | Added(+4.3%) |
| 30 | V VANGUARD INDEX FDS | $27.2M | 117.4K | 0.74% | Added(+2.1%) |
| 31 | ? N/A ISHARES TR | $27.2M | 922.3K | 0.74% | Added(+10.9%) |
| 32 | V VANGUARD MUN BD FDS | $26.7M | 563.2K | 0.72% | Trimmed(-20.1%) |
| 33 | B ISHARES TR | $26.3M | 165.5K | 0.71% | Added(+11.6%) |
| 34 | S SPDR SERIES TRUST | $25.9M | 281.0K | 0.70% | Trimmed(-0.6%) |
| 35 | ? N/A NEOS ETF TRUST | $24.9M | 501.0K | 0.67% | Added(+4513.1%) |
| 36 | E ISHARES TR | $24.7M | 236.3K | 0.67% | Trimmed(-1.3%) |
| 37 | E ISHARES TR | $24.4M | 56.5K | 0.66% | Added(+1183.5%) |
| 38 | S SCHWAB STRATEGIC TR | $24.3M | 452.0K | 0.66% | Trimmed(-1.4%) |
| 39 | C CAPITAL GRP FIXED INCM ETF T | $22.5M | 898.9K | 0.61% | Added(+5.7%) |
| 40 | P PIMCO ETF TR | $22.4M | 882.9K | 0.61% | Added(+7.1%) |
| 41 | B WISDOMTREE TR | $21.8M | 293.6K | 0.59% | Trimmed(-2.8%) |
| 42 | E ISHARES TR | $21.8M | 326.5K | 0.59% | Added(+4.6%) |
| 43 | ? N/A ISHARES TR | $21.2M | 760.4K | 0.57% | Added(+3.2%) |
| 44 | B WISDOMTREE TR | $21.1M | 242.0K | 0.57% | Trimmed(-8.8%) |
| 45 | M MICROSOFT CORP | $21M | 41.0K | 0.57% | Trimmed(-0.2%) |
| 46 | E ISHARES TR | $19.6M | 196.2K | 0.53% | Added(+9.8%) |
| 47 | E ISHARES TR | $18.9M | 187.0K | 0.51% | Added(+51.5%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $18.3M | 333.1K | 0.50% | Added(+4.8%) |
| 49 | N NVIDIA CORPORATION | $17.8M | 78.0K | 0.48% | Trimmed(-1.4%) |
| 50 | V VANGUARD WORLD FD | $16.5M | 131.0K | 0.45% | Trimmed(-0.9%) |