Q2 2026 13F filing
Updated 35 days ago1,243 disclosed positions worth $11.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $962.4M | 5.86M | 8.16% | Added(+8.2%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $781.1M | 17.61M | 6.62% | Trimmed(-1.3%) |
| 3 | ? N/A EA SERIES TRUST | $616M | 21.10M | 5.22% | Added(+4.8%) |
| 4 | V VGES VANGUARD SCOTTSDALE FDS | $566.3M | 9.60M | 4.80% | Added(+21.0%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $483.5M | 4.69M | 4.10% | Added(+13.9%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $393.7M | 5.63M | 3.34% | Trimmed(-1.5%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $374.3M | 3.00M | 3.17% | Added(+20.7%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $358.6M | 8.82M | 3.04% | Added(+14.6%) |
| 9 | E ETHA ISHARES TR | $356.4M | 4.00M | 3.02% | Added(+5.9%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $320.4M | 5.93M | 2.72% | Trimmed(-2.1%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $302.7M | 6.34M | 2.57% | Added(+23.6%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $275M | 5.00M | 2.33% | Added(+1.0%) |
| 13 | V VGES VANGUARD MALVERN FDS | $250.9M | 5.00M | 2.13% | Added(+19.5%) |
| 14 | V VGES VANGUARD INDEX FDS | $228.3M | 616.8K | 1.93% | Added(+3.5%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $221.2M | 2.70M | 1.87% | Added(+6.4%) |
| 16 | A AAPL APPLE INC | $168.6M | 582.8K | 1.43% | Added(+3.9%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $160.7M | 3.85M | 1.36% | Added(+16.7%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $128.5M | 3.49M | 1.09% | Trimmed(-6.4%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $127.4M | 3.73M | 1.08% | Added(+18.7%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $125.2M | 3.12M | 1.06% | Added(+8.1%) |
| 21 | C CRDO DIMENSIONAL ETF TRUST | $99.6M | 2.41M | 0.84% | Added(+8.6%) |
| 22 | E ETHA ISHARES TR | $97.5M | 130.2K | 0.83% | Added(+12.6%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $91.9M | 1.78M | 0.78% | Trimmed(-2.7%) |
| 24 | N NVDA NVIDIA CORPORATION | $90.1M | 450.4K | 0.76% | Trimmed(-3.0%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $86.3M | 2.23M | 0.73% | Added(+5.5%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $79.6M | 1.65M | 0.67% | Added(+36.9%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $77.7M | 943.4K | 0.66% | Added(+0.4%) |
| 28 | V VGES VANGUARD BD INDEX FDS | $76.4M | 980.9K | 0.65% | Added(+31.7%) |
| 29 | E ETHA ISHARES INC | $69.2M | 836.0K | 0.59% | Trimmed(-9.2%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $68M | 704.4K | 0.58% | Added(+29.8%) |
| 31 | V VGES VANGUARD TAX-MANAGED FDS | $64.9M | 911.0K | 0.55% | Added(+16.4%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $62.8M | 2.17M | 0.53% | Added(+22.0%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $62.4M | 1.67M | 0.53% | Added(+61.2%) |
| 34 | ? N/A AMERICAN CENTY ETF TR | $58.6M | 642.7K | 0.50% | Added(+85.3%) |
| 35 | M MSFT MICROSOFT CORP | $57.8M | 155.1K | 0.49% | Trimmed(-11.4%) |
| 36 | ? N/A AMERICAN CENTY ETF TR | $56.7M | 442.4K | 0.48% | Added(+16.1%) |
| 37 | S SCHW-PJ SCHWAB STRATEGIC TR | $56.6M | 1.63M | 0.48% | Added(+4.0%) |
| 38 | S SCHW-PJ SCHWAB STRATEGIC TR | $52.6M | 1.55M | 0.45% | Added(+7.5%) |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $52.3M | 1.30M | 0.44% | Added(+5.5%) |
| 40 | V VGES VANGUARD INDEX FDS | $48.6M | 70.8K | 0.41% | Trimmed(-3.2%) |
| 41 | E ETHA ISHARES TR | $47.2M | 616.0K | 0.40% | Added(+60.8%) |
| 42 | A AMZN AMAZON COM INC | $45.7M | 191.7K | 0.39% | Added(+5.7%) |
| 43 | S SPY STATE STR SPDR S&P 500 ETF T | $43.6M | 58.4K | 0.37% | Added(+72.0%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $40.7M | 964.9K | 0.35% | Added(+27.3%) |
| 45 | S SCHW-PJ SCHWAB STRATEGIC TR | $38.7M | 1.22M | 0.33% | Trimmed(-1.1%) |
| 46 | ? N/A AMERICAN CENTY ETF TR | $37M | 414.7K | 0.31% | Added(+11.4%) |
| 47 | E ETHA ISHARES TR | $36.9M | 249.1K | 0.31% | Added(+423.7%) |
| 48 | A AVGO BROADCOM INC | $35.5M | 94.1K | 0.30% | Added(+19.7%) |
| 49 | G GOOGN ALPHABET INC | $35.2M | 99.5K | 0.30% | Added(+3.1%) |
| 50 | G GOOGN ALPHABET INC | $32.9M | 92.2K | 0.28% | Added(+2.0%) |