Q3 2026 13F filing
Updated 16 days ago135 disclosed positions worth $455.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $78.2M | 102.1K | 17.15% | Trimmed(-2.8%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $31.8M | 451.0K | 6.99% | Added(+1.2%) |
| 3 | V VANGUARD BD INDEX FDS | $30M | 411.4K | 6.58% | Added(+5.9%) |
| 4 | V VANGUARD INDEX FDS | $24.5M | 271.8K | 5.37% | Added(+5.8%) |
| 5 | V VANGUARD INDEX FDS | $23.5M | 108.8K | 5.16% | Added(+3.2%) |
| 6 | E ISHARES TR | $21.4M | 211.4K | 4.69% | Added(+9.3%) |
| 7 | E ISHARES TR | $19.2M | 183.3K | 4.20% | Added(+9.0%) |
| 8 | E ISHARES TR | $12M | 134.6K | 2.64% | Added(+4.7%) |
| 9 | V VANGUARD INTL EQUITY INDEX F | $11.7M | 197.2K | 2.57% | Added(+2.7%) |
| 10 | S SCHWAB STRATEGIC TR | $10.3M | 431.6K | 2.26% | Added(+5.3%) |
| 11 | ? N/A INNOVATOR ETFS TRUST | $10.3M | 274.1K | 2.25% | Trimmed(-0.6%) |
| 12 | N JANUS DETROIT STR TR | $9.3M | 184.2K | 2.04% | Added(+5.0%) |
| 13 | V VANGUARD CHARLOTTE FDS | $7.3M | 155.2K | 1.60% | Added(+4.7%) |
| 14 | N NVIDIA CORPORATION | $7.1M | 31.0K | 1.55% | Added(+4.0%) |
| 15 | E ISHARES TR | $6.8M | 87.9K | 1.50% | Added(+6.9%) |
| 16 | A APPLE INC | $6.8M | 20.4K | 1.49% | Added(+2.0%) |
| 17 | I INVESCO EXCHANGE TRADED FD T | $6.3M | 30.5K | 1.39% | Added(+582.1%) |
| 18 | ? N/A KRANESHARES TRUST | $5.9M | 123.3K | 1.29% | — |
| 19 | S SCHWAB STRATEGIC TR | $5.8M | 161.2K | 1.27% | Added(+1.7%) |
| 20 | V VANGUARD WHITEHALL FDS | $5.7M | 90.4K | 1.25% | Added(+5.9%) |
| 21 | V VANGUARD MUN BD FDS | $5.6M | 118.8K | 1.23% | Added(+5.8%) |
| 22 | S SCHWAB STRATEGIC TR | $5.5M | 166.1K | 1.21% | Added(+3.2%) |
| 23 | I ISHARES BITCOIN TRUST ETF | $5.4M | 113.2K | 1.18% | Added(+11.7%) |
| 24 | E ISHARES TR | $5.3M | 73.3K | 1.16% | Trimmed(-8.2%) |
| 25 | ? N/A NEW YORK LIFE INVESTMENTS ET | $4.9M | 136.1K | 1.08% | Added(+2.5%) |
| 26 | ? N/A INNOVATOR ETFS TRUST | $4.9M | 139.7K | 1.07% | Trimmed(-10.4%) |
| 27 | E ISHARES TR | $4.3M | 64.8K | 0.95% | Added(+5.3%) |
| 28 | G ABRDN PRECIOUS METALS BASKET | $3.3M | 17.7K | 0.72% | Added(+18.2%) |
| 29 | E ISHARES TR | $3.2M | 32.9K | 0.70% | Trimmed(-4.3%) |
| 30 | E ISHARES TR | $2.9M | 30.3K | 0.65% | Added(+4.7%) |
| 31 | E ISHARES TR | $2.6M | 19.0K | 0.57% | Added(+87.1%) |
| 32 | M MICROSOFT CORP | $2.4M | 4.7K | 0.53% | Added(+24.6%) |
| 33 | A AMAZON COM INC | $2.4M | 9.6K | 0.52% | Added(+11.7%) |
| 34 | V VANGUARD WELLINGTON FD | $2.3M | 23.6K | 0.51% | Added(+4.3%) |
| 35 | T VANGUARD INDEX FDS | $2.1M | 6.3K | 0.46% | Trimmed(-4.4%) |
| 36 | G ALPHABET INC | $2.1M | 6.2K | 0.46% | Trimmed(-0.7%) |
| 37 | ? N/A INNOVATOR ETFS TRUST | $2M | 74.5K | 0.44% | Trimmed(-4.7%) |
| 38 | V VANGUARD INDEX FDS | $2M | 8.6K | 0.44% | Trimmed(-4.0%) |
| 39 | ? N/A INNOVATOR ETFS TRUST | $2M | 45.4K | 0.44% | Trimmed(-0.1%) |
| 40 | H VANECK ETF TRUST | $2M | 40.7K | 0.43% | Added(+11.6%) |
| 41 | V VANGUARD MALVERN FDS | $1.8M | 35.9K | 0.39% | Added(+5.6%) |
| 42 | E ISHARES TR | $1.7M | 4.0K | 0.38% | Added(+1.1%) |
| 43 | E ISHARES TR | $1.7M | 18.9K | 0.38% | Trimmed(-8.6%) |
| 44 | J JPMORGAN CHASE & CO | $1.7M | 5.0K | 0.37% | Added(+0.6%) |
| 45 | V VANGUARD INDEX FDS | $1.6M | 4.2K | 0.34% | Trimmed(-0.2%) |
| 46 | G ALPHABET INC | $1.5M | 4.2K | 0.32% | Added(+14.2%) |
| 47 | Q INVESCO QQQ TR | $1.4M | 1.9K | 0.30% | Trimmed(-21.8%) |
| 48 | T TESLA INC | $1.2M | 3.4K | 0.26% | Added(+6.5%) |
| 49 | A BROADCOM INC | $1.1M | 3.2K | 0.25% | Added(+8.3%) |
| 50 | S SCHWAB STRATEGIC TR | $1.1M | 32.7K | 0.23% | Added(+28.9%) |