Q3 2026 13F filing
Updated 4 days ago186 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD BD INDEX FDS | $113.3M | 1.61M | 6.53% | — |
| 2 | S SCHWAB STRATEGIC TR | $112.5M | 3.57M | 6.49% | — |
| 3 | V VANGUARD INDEX FDS | $110.8M | 158.1K | 6.39% | — |
| 4 | S SCHWAB STRATEGIC TR | $107.8M | 3.59M | 6.22% | — |
| 5 | S SCHWAB STRATEGIC TR | $106.7M | 3.88M | 6.15% | — |
| 6 | S SCHWAB STRATEGIC TR | $85.3M | 3.86M | 4.92% | — |
| 7 | S SCHWAB STRATEGIC TR | $84.1M | 2.34M | 4.85% | — |
| 8 | V VANGUARD TAX-MANAGED FDS | $71.3M | 1.01M | 4.11% | — |
| 9 | E ISHARES TR | $69.5M | 735.6K | 4.01% | — |
| 10 | S SCHWAB STRATEGIC TR | $61.3M | 1.68M | 3.54% | — |
| 11 | S SCHWAB STRATEGIC TR | $45.9M | 854.2K | 2.65% | — |
| 12 | I ISHARES TR | $45.4M | 234.4K | 2.62% | — |
| 13 | E ISHARES TR | $40.4M | 399.6K | 2.33% | — |
| 14 | S SCHWAB STRATEGIC TR | $32.7M | 1.48M | 1.89% | — |
| 15 | I INVESCO EXCHANGE TRADED FD T | $31.4M | 577.0K | 1.81% | — |
| 16 | N NVIDIA CORPORATION | $31M | 135.8K | 1.79% | — |
| 17 | S SCHWAB STRATEGIC TR | $31M | 622.6K | 1.79% | — |
| 18 | S SCHWAB STRATEGIC TR | $30.6M | 938.9K | 1.77% | — |
| 19 | S SCHWAB STRATEGIC TR | $25.8M | 1.08M | 1.49% | — |
| 20 | E ISHARES TR | $25.2M | 32.9K | 1.45% | — |
| 21 | E ISHARES TR | $22.5M | 365.8K | 1.30% | — |
| 22 | V VANGUARD INDEX FDS | $21.1M | 74.2K | 1.22% | — |
| 23 | X EXXONMOBIL HOLDINGS CORP | $20.3M | 124.8K | 1.17% | — |
| 24 | V VANGUARD SCOTTSDALE FDS | $20.2M | 351.2K | 1.17% | — |
| 25 | A APPLE INC | $18.8M | 56.4K | 1.08% | — |
| 26 | M MICROSOFT CORP | $17.9M | 35.0K | 1.03% | — |
| 27 | V VANGUARD INTL EQUITY INDEX F | $15.9M | 267.5K | 0.91% | — |
| 28 | ? N/A INVESCO EXCH TRADED FD TR II | $15.8M | 207.5K | 0.91% | — |
| 29 | S SCHWAB STRATEGIC TR | $15.2M | 466.8K | 0.88% | — |
| 30 | ? N/A SCHWAB STRATEGIC TR | $12M | 474.7K | 0.69% | — |
| 31 | J JPMORGAN CHASE & CO | $11.2M | 33.9K | 0.65% | — |
| 32 | S SCHWAB STRATEGIC TR | $9.8M | 281.0K | 0.57% | — |
| 33 | S SCHWAB STRATEGIC TR | $9.6M | 229.5K | 0.55% | — |
| 34 | J ISHARES TR | $9.6M | 113.4K | 0.55% | — |
| 35 | S SCHWAB STRATEGIC TR | $8.9M | 283.2K | 0.51% | — |
| 36 | A ABBVIE INC | $8.4M | 32.2K | 0.49% | — |
| 37 | ? N/A SCHWAB STRATEGIC TR | $7.9M | 367.4K | 0.45% | — |
| 38 | A BROADCOM INC | $7.6M | 21.8K | 0.44% | — |
| 39 | G ALPHABET INC | $6.9M | 19.9K | 0.40% | — |
| 40 | B ISHARES TR | $6.5M | 62.1K | 0.37% | — |
| 41 | E ISHARES TR | $6.2M | 124.0K | 0.36% | — |
| 42 | ? N/A SCHWAB STRATEGIC TR | $6.2M | 254.7K | 0.35% | — |
| 43 | G ALPHABET INC | $5.7M | 16.8K | 0.33% | — |
| 44 | S SCHWAB STRATEGIC TR | $5.6M | 224.2K | 0.32% | — |
| 45 | E ISHARES TR | $4.9M | 50.2K | 0.28% | — |
| 46 | E ISHARES TR | $4.5M | 125.1K | 0.26% | — |
| 47 | P PHILIP MORRIS INTL INC | $4.4M | 23.2K | 0.26% | — |
| 48 | J JOHNSON & JOHNSON | $4.2M | 16.0K | 0.24% | — |
| 49 | E ISHARES TR | $4.2M | 40.4K | 0.24% | — |
| 50 | C CATERPILLAR INC | $4.2M | 5.2K | 0.24% | — |