Q3 2026 13F filing
Updated 17 days ago76 disclosed positions worth $489.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $133.7M | 2.55M | 27.31% | Trimmed(-1.1%) |
| 2 | V VANGUARD INTL EQUITY INDEX F | $57M | 687.0K | 11.64% | Added(+1.4%) |
| 3 | E ISHARES TR | $35.6M | 768.2K | 7.28% | Trimmed(-0.0%) |
| 4 | V VANGUARD INDEX FDS | $35.6M | 95.1K | 7.27% | Trimmed(-2.0%) |
| 5 | V VANGUARD INDEX FDS | $34.4M | 438.2K | 7.02% | Trimmed(-0.5%) |
| 6 | V VANGUARD INDEX FDS | $32.4M | 359.1K | 6.61% | Trimmed(-5.0%) |
| 7 | ? N/A DBX ETF TR | $26.1M | 475.4K | 5.34% | Trimmed(-1.6%) |
| 8 | V VANGUARD INTL EQUITY INDEX F | $18.5M | 311.5K | 3.77% | Trimmed(-0.1%) |
| 9 | V VANGUARD WORLD FD | $17.9M | 82.2K | 3.66% | Trimmed(-0.4%) |
| 10 | E ISHARES TR | $9.5M | 91.0K | 1.93% | Trimmed(-0.3%) |
| 11 | E ISHARES TR | $8.9M | 93.8K | 1.81% | Trimmed(-5.3%) |
| 12 | E ISHARES TR | $6.9M | 77.0K | 1.41% | Trimmed(-3.3%) |
| 13 | A APPLE INC | $6.1M | 18.4K | 1.25% | Added(+1.6%) |
| 14 | S STATE STR SPDR S&P 500 ETF T | $5.5M | 7.1K | 1.11% | Trimmed(-0.2%) |
| 15 | A ABBVIE INC | $3.8M | 14.4K | 0.77% | Trimmed(-6.4%) |
| 16 | B BERKSHIRE HATHAWAY INC DEL | $3.7M | 5 | 0.76% | Unchanged |
| 17 | B BERKSHIRE HATHAWAY INC DEL | $3.6M | 7.1K | 0.73% | Unchanged |
| 18 | S SCHWAB STRATEGIC TR | $3.4M | 99.3K | 0.69% | Trimmed(-1.3%) |
| 19 | V VANGUARD INDEX FDS | $3M | 8.5K | 0.61% | Trimmed(-0.3%) |
| 20 | G ALPHABET INC | $2.9M | 8.6K | 0.60% | Trimmed(-1.3%) |
| 21 | V VANGUARD WHITEHALL FDS | $2.7M | 17.2K | 0.54% | Unchanged |
| 22 | E ISHARES TR | $2.5M | 20.2K | 0.52% | Trimmed(-9.6%) |
| 23 | Q QUALCOMM INC | $2.5M | 13.6K | 0.51% | Added(+6.7%) |
| 24 | G ALPHABET INC | $2.4M | 7.0K | 0.49% | Trimmed(-0.0%) |
| 25 | S SCHWAB STRATEGIC TR | $2.3M | 63.9K | 0.48% | Trimmed(-0.1%) |
| 26 | E ISHARES TR | $1.7M | 23.3K | 0.34% | Trimmed(-0.6%) |
| 27 | E ISHARES INC | $1.6M | 19.8K | 0.33% | Unchanged |
| 28 | V VANGUARD STAR FDS | $1.5M | 17.8K | 0.31% | Trimmed(-0.2%) |
| 29 | M MICROSOFT CORP | $1.4M | 2.8K | 0.29% | Unchanged |
| 30 | A ABBOTT LABORATORIES | $1.2M | 12.1K | 0.24% | Added(+0.2%) |
| 31 | J JOHNSON & JOHNSON | $1.2M | 4.5K | 0.24% | Trimmed(-3.8%) |
| 32 | P PHILLIPS EDISON & CO INC | $954K | 25.6K | 0.19% | Unchanged |
| 33 | E ISHARES TR | $951K | 6.7K | 0.19% | Trimmed(-5.2%) |
| 34 | E ISHARES TR | $915K | 22.2K | 0.19% | Added(+1.1%) |
| 35 | S SEAGATE TECHNOLOGY HLDNGS PL | $905K | 981 | 0.18% | Unchanged |
| 36 | V VANGUARD MUN BD FDS | $781K | 16.5K | 0.16% | Added(+0.5%) |
| 37 | X EXXONMOBIL HOLDINGS CORP | $737K | 4.5K | 0.15% | — |
| 38 | E ISHARES TR | $720K | 3.2K | 0.15% | Trimmed(-2.0%) |
| 39 | N NVIDIA CORPORATION | $689K | 3.0K | 0.14% | Added(+2.4%) |
| 40 | A AMAZON COM INC | $669K | 2.7K | 0.14% | Added(+6.2%) |
| 41 | E ISHARES TR | $602K | 1.4K | 0.12% | Trimmed(-10.2%) |
| 42 | E ISHARES TR | $569K | 743 | 0.12% | Trimmed(-0.9%) |
| 43 | S SCHWAB STRATEGIC TR | $569K | 19.4K | 0.12% | Trimmed(-5.8%) |
| 44 | I INTEL CORP | $527K | 4.4K | 0.11% | Unchanged |
| 45 | B VANGUARD SPECIALIZED FUNDS | $515K | 2.2K | 0.11% | Unchanged |
| 46 | C COSTCO WHOLESALE CORPORATION | $502K | 551 | 0.10% | Unchanged |
| 47 | M META PLATFORMS INC | $495K | 683 | 0.10% | Unchanged |
| 48 | E KINDER MORGAN INC DEL | $453K | 15.0K | 0.09% | Unchanged |
| 49 | E ISHARES TR | $445K | 6.3K | 0.09% | Trimmed(-9.2%) |
| 50 | E ISHARES TR | $438K | 4.4K | 0.09% | Trimmed(-5.4%) |