Q2 2026 13F filing
Updated 37 days ago1,690 disclosed positions worth $9.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $538.3M | 6.25M | 5.91% | Added(+500.7%) |
| 2 | V VGES VANGUARD INDEX FDS | $485.7M | 2.23M | 5.33% | Added(+2.4%) |
| 3 | E ETHA ISHARES TR | $314.7M | 2.53M | 3.45% | Added(+288.7%) |
| 4 | A AAPL APPLE INC | $263.3M | 909.9K | 2.89% | Trimmed(-1.2%) |
| 5 | E ETHA ISHARES TR | $223M | 2.31M | 2.45% | Added(+4.9%) |
| 6 | V VGES VANGUARD INDEX FDS | $199.9M | 291.1K | 2.19% | Added(+4.0%) |
| 7 | V VGES VANGUARD INDEX FDS | $198.1M | 815.4K | 2.17% | Trimmed(-0.8%) |
| 8 | T THQ VANGUARD INDEX FDS | $195.8M | 535.5K | 2.15% | Added(+0.7%) |
| 9 | V VGES VANGUARD BD INDEX FDS | $195.4M | 2.66M | 2.14% | Added(+9.1%) |
| 10 | N NVDA NVIDIA CORPORATION | $187.1M | 935.2K | 2.05% | Added(+2.4%) |
| 11 | V VGES VANGUARD INTL EQUITY INDEX F | $182.6M | 3.06M | 2.00% | Trimmed(-5.7%) |
| 12 | M MSFT MICROSOFT CORP | $114.1M | 306.1K | 1.25% | Trimmed(-1.3%) |
| 13 | S SPY STATE STR SPDR S&P 500 ETF T | $107.1M | 375.1K | 1.18% | Added(+1.0%) |
| 14 | B BAC-PS BANK OF AMER CORP | $105.4M | 1.85M | 1.16% | Trimmed(-5.8%) |
| 15 | E ETHA ISHARES INC | $99.1M | 1.20M | 1.09% | Added(+4.3%) |
| 16 | E ETHA ISHARES TR | $98.9M | 132.1K | 1.09% | Trimmed(-5.5%) |
| 17 | E ETHA ISHARES TR | $98.1M | 404.7K | 1.08% | Added(+0.5%) |
| 18 | S SCHW-PJ SCHWAB STRATEGIC TR | $97.2M | 3.30M | 1.07% | Trimmed(-1.1%) |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $96.2M | 3.47M | 1.06% | Trimmed(-1.8%) |
| 20 | V VGES VANGUARD TAX-MANAGED FDS | $95.1M | 1.33M | 1.04% | Added(+0.1%) |
| 21 | A AMZN AMAZON COM INC | $88.6M | 371.6K | 0.97% | Added(+0.6%) |
| 22 | G GOOGN ALPHABET INC | $86.8M | 243.0K | 0.95% | Added(+0.4%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $79.8M | 1.48M | 0.88% | Added(+0.3%) |
| 24 | I IVZ INVESCO EXCHANGE TRADED FD T | $79.8M | 375.1K | 0.88% | Added(+3.8%) |
| 25 | V VGES VANGUARD INDEX FDS | $77.9M | 210.5K | 0.85% | Added(+0.3%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $76.7M | 935.8K | 0.84% | Added(+0.2%) |
| 27 | G GOOGN ALPHABET INC | $76.2M | 215.8K | 0.84% | Added(+1.2%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $70.6M | 1.28M | 0.77% | Added(+0.3%) |
| 29 | V VGES VANGUARD INDEX FDS | $62M | 204.4K | 0.68% | Trimmed(-0.1%) |
| 30 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $59.9M | 80 | 0.66% | Unchanged |
| 31 | E ETHA ISHARES TR | $57.1M | 139.5K | 0.63% | Trimmed(-1.6%) |
| 32 | A AVGO BROADCOM INC | $56.4M | 149.2K | 0.62% | Trimmed(-1.4%) |
| 33 | E ETHA ISHARES TR | $55.4M | 402.8K | 0.61% | Trimmed(-1.8%) |
| 34 | E ETHA ISHARES TR | $53.8M | 243.3K | 0.59% | Trimmed(-0.3%) |
| 35 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $53.2M | 106.3K | 0.58% | Trimmed(-1.6%) |
| 36 | J JPM-PM JPMORGAN CHASE & CO | $52.1M | 159.1K | 0.57% | Trimmed(-4.1%) |
| 37 | S SCHW-PJ SCHWAB STRATEGIC TR | $51.2M | 1.61M | 0.56% | Trimmed(-2.9%) |
| 38 | E ETHA ISHARES TR | $49.8M | 479.1K | 0.55% | Trimmed(-6.3%) |
| 39 | E ETHA ISHARES TR | $48.5M | 450.5K | 0.53% | Added(+2.8%) |
| 40 | M META META PLATFORMS INC | $45M | 79.9K | 0.49% | Trimmed(-3.3%) |
| 41 | E ETHA ISHARES TR | $44.9M | 114.1K | 0.49% | Added(+0.7%) |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $42.4M | 1.25M | 0.47% | Added(+1.2%) |
| 43 | Q QQQ INVESCO QQQ TR | $41.7M | 56.7K | 0.46% | Trimmed(-1.3%) |
| 44 | T TSLA TESLA INC | $39.4M | 93.8K | 0.43% | Added(+5.2%) |
| 45 | E ETHA ISHARES TR | $39.3M | 173.2K | 0.43% | Added(+2.5%) |
| 46 | S SCHW-PJ SCHWAB STRATEGIC TR | $39.2M | 813.8K | 0.43% | Trimmed(-0.5%) |
| 47 | M MU MICRON TECHNOLOGY INC | $36.7M | 31.8K | 0.40% | Trimmed(-0.5%) |
| 48 | L LLY ELI LILLY & CO | $35.7M | 29.8K | 0.39% | Added(+1.3%) |
| 49 | J JNJ JOHNSON & JOHNSON | $35.7M | 140.6K | 0.39% | Trimmed(-1.5%) |
| 50 | S STT-PG SPDR SERIES TRUST | $35.1M | 1.38M | 0.39% | Trimmed(-1.9%) |