Q3 2026 13F filing
Updated 7 days ago110 disclosed positions worth $864.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $141.8M | 4.73M | 16.40% | — |
| 2 | V VANGUARD INDEX FDS | $49.4M | 228.7K | 5.72% | — |
| 3 | V VANGUARD SCOTTSDALE FDS | $46.2M | 815.5K | 5.34% | — |
| 4 | S SCHWAB STRATEGIC TR | $45.7M | 1.66M | 5.29% | — |
| 5 | S SCHWAB STRATEGIC TR | $40.3M | 1.60M | 4.66% | — |
| 6 | S SCHWAB STRATEGIC TR | $36.5M | 1.12M | 4.23% | — |
| 7 | V VANGUARD SCOTTSDALE FDS | $30.9M | 399.7K | 3.57% | — |
| 8 | V VANGUARD WHITEHALL FDS | $29M | 459.3K | 3.35% | — |
| 9 | V VANGUARD INDEX FDS | $26.9M | 76.5K | 3.11% | — |
| 10 | N DIMENSIONAL ETF TRUST | $26.3M | 669.5K | 3.04% | — |
| 11 | S SCHWAB STRATEGIC TR | $23.3M | 639.7K | 2.70% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $20M | 300.9K | 2.31% | — |
| 13 | E ISHARES TR | $19.8M | 479.8K | 2.29% | — |
| 14 | V VANGUARD CHARLOTTE FDS | $19.8M | 421.5K | 2.29% | — |
| 15 | M DIMENSIONAL ETF TRUST | $19.4M | 346.5K | 2.24% | — |
| 16 | V VANGUARD SCOTTSDALE FDS | $19.1M | 243.5K | 2.21% | — |
| 17 | V VANGUARD INTL EQUITY INDEX F | $18.8M | 120.9K | 2.17% | — |
| 18 | D DIMENSIONAL ETF TRUST | $17.5M | 473.5K | 2.03% | — |
| 19 | E ISHARES TR | $14.6M | 163.0K | 1.69% | — |
| 20 | S SCHWAB STRATEGIC TR | $13.6M | 253.1K | 1.57% | — |
| 21 | B ISHARES TR | $13.5M | 130.1K | 1.57% | — |
| 22 | E ISHARES TR | $12.1M | 235.9K | 1.40% | — |
| 23 | V VANGUARD INDEX FDS | $10.8M | 38.0K | 1.25% | — |
| 24 | S SCHWAB STRATEGIC TR | $10.1M | 202.5K | 1.17% | — |
| 25 | G ALPHABET INC | $9.7M | 28.4K | 1.12% | — |
| 26 | V VANGUARD INTL EQUITY INDEX F | $9.5M | 160.3K | 1.10% | — |
| 27 | N NVIDIA CORPORATION | $9.3M | 40.7K | 1.07% | — |
| 28 | S SCHWAB STRATEGIC TR | $9.1M | 385.9K | 1.06% | — |
| 29 | S SCHWAB STRATEGIC TR | $8M | 239.5K | 0.92% | — |
| 30 | V VANGUARD TAX-MANAGED FDS | $7.8M | 111.1K | 0.91% | — |
| 31 | S STATE STR SPDR S&P 500 ETF T | $7.3M | 9.6K | 0.85% | — |
| 32 | A AMAZON COM INC | $6.2M | 24.7K | 0.71% | — |
| 33 | E ISHARES TR | $6.1M | 121.5K | 0.71% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $5.6M | 126.4K | 0.65% | — |
| 35 | V VANGUARD INDEX FDS | $4.4M | 19.1K | 0.51% | — |
| 36 | E ISHARES TR | $4.4M | 48.2K | 0.51% | — |
| 37 | A APPLE INC | $4.2M | 12.5K | 0.48% | — |
| 38 | V VANGUARD SCOTTSDALE FDS | $4.1M | 92.4K | 0.47% | — |
| 39 | E ISHARES TR | $3.7M | 4.8K | 0.43% | — |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $3.1M | 6.3K | 0.36% | — |
| 41 | G ALPHABET INC | $2.9M | 8.3K | 0.33% | — |
| 42 | M META PLATFORMS INC | $2.9M | 3.9K | 0.33% | — |
| 43 | E ISHARES TR | $2.5M | 26.2K | 0.29% | — |
| 44 | V VANGUARD INDEX FDS | $2.5M | 6.6K | 0.28% | — |
| 45 | E ISHARES TR | $2.4M | 48.4K | 0.28% | — |
| 46 | C CINCINNATI FINL CORP | $2.3M | 14.5K | 0.27% | — |
| 47 | E ISHARES TR | $2.1M | 26.6K | 0.24% | — |
| 48 | V VANGUARD BD INDEX FDS | $2.1M | 29.8K | 0.24% | — |
| 49 | E ISHARES TR | $2M | 14.6K | 0.23% | — |
| 50 | E ISHARES INC | $1.9M | 23.0K | 0.22% | — |