Q3 2026 13F filing
Updated 8 days ago1,695 disclosed positions worth $9.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $558.9M | 6.20M | 5.74% | Trimmed(-0.7%) |
| 2 | V VANGUARD INDEX FDS | $475.2M | 2.20M | 4.88% | Trimmed(-1.3%) |
| 3 | E ISHARES TR | $325.9M | 2.60M | 3.35% | Added(+2.7%) |
| 4 | A APPLE INC | $305.7M | 917.9K | 3.14% | Added(+0.9%) |
| 5 | E ISHARES TR | $234.1M | 2.42M | 2.40% | Added(+4.6%) |
| 6 | N NVIDIA CORPORATION | $218.4M | 955.3K | 2.24% | Added(+2.2%) |
| 7 | V VANGUARD INDEX FDS | $215.8M | 307.9K | 2.22% | Added(+5.8%) |
| 8 | E ISHARES TR | $210.5M | 274.8K | 2.16% | Added(+108.0%) |
| 9 | V VANGUARD INDEX FDS | $188.8M | 817.2K | 1.94% | Added(+0.2%) |
| 10 | V VANGUARD BD INDEX FDS | $187M | 2.67M | 1.92% | Added(+0.1%) |
| 11 | T VANGUARD INDEX FDS | $183.2M | 542.3K | 1.88% | Added(+1.3%) |
| 12 | V VANGUARD INTL EQUITY INDEX F | $180.8M | 3.05M | 1.86% | Trimmed(-0.4%) |
| 13 | M MICROSOFT CORP | $163.9M | 319.6K | 1.68% | Added(+4.4%) |
| 14 | S SPACE EXPLORATION TECHN CORP | $138M | 914.9K | 1.42% | Added(+7703.6%) |
| 15 | S STATE STR SPDR S&P 500 ETF T | $114.4M | 381.7K | 1.17% | Added(+1.8%) |
| 16 | I INVESCO EXCHANGE TRADED FD T | $113.7M | 546.8K | 1.17% | Added(+45.8%) |
| 17 | E ISHARES INC | $103.3M | 1.27M | 1.06% | Added(+6.5%) |
| 18 | E ISHARES TR | $103M | 415.4K | 1.06% | Added(+2.6%) |
| 19 | V VANGUARD TAX-MANAGED FDS | $101.4M | 1.44M | 1.04% | Added(+7.6%) |
| 20 | B BANK OF AMER CORP | $99.3M | 1.82M | 1.02% | Trimmed(-1.4%) |
| 21 | A AMAZON COM INC | $95.4M | 382.8K | 0.98% | Added(+3.0%) |
| 22 | E ISHARES TR | $93.9M | 928.6K | 0.96% | Added(+106.1%) |
| 23 | S SCHWAB STRATEGIC TR | $88.7M | 2.96M | 0.91% | Trimmed(-10.5%) |
| 24 | S SCHWAB STRATEGIC TR | $87.6M | 3.19M | 0.90% | Trimmed(-8.2%) |
| 25 | G ALPHABET INC | $86.9M | 252.7K | 0.89% | Added(+4.0%) |
| 26 | V VANGUARD INDEX FDS | $86.1M | 230.0K | 0.88% | Added(+9.3%) |
| 27 | M DIMENSIONAL ETF TRUST | $83.5M | 1.50M | 0.86% | Added(+1.2%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $77.9M | 938.6K | 0.80% | Added(+0.3%) |
| 29 | G ALPHABET INC | $75.4M | 221.5K | 0.77% | Added(+2.7%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $70.2M | 1.28M | 0.72% | Trimmed(-0.5%) |
| 31 | E ISHARES TR | $61.7M | 148.2K | 0.63% | Added(+6.3%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $59.8M | 80 | 0.61% | Unchanged |
| 33 | M META PLATFORMS INC | $59.7M | 82.3K | 0.61% | Added(+3.1%) |
| 34 | V VANGUARD INDEX FDS | $58.9M | 206.9K | 0.60% | Added(+1.2%) |
| 35 | J JPMORGAN CHASE & CO | $56M | 169.1K | 0.57% | Added(+6.3%) |
| 36 | E ISHARES TR | $55.7M | 391.6K | 0.57% | Trimmed(-2.8%) |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $54.6M | 109.6K | 0.56% | Added(+3.1%) |
| 38 | S SCHWAB STRATEGIC TR | $53.3M | 1.64M | 0.55% | Added(+1.5%) |
| 39 | E ISHARES TR | $51.7M | 246.7K | 0.53% | Added(+1.4%) |
| 40 | A BROADCOM INC | $50.4M | 143.6K | 0.52% | Trimmed(-3.7%) |
| 41 | E ISHARES TR | $49.7M | 478.2K | 0.51% | Trimmed(-0.2%) |
| 42 | Q INVESCO QQQ TR | $46.4M | 62.7K | 0.48% | Added(+10.6%) |
| 43 | E ISHARES TR | $45.6M | 634.2K | 0.47% | Added(+85.5%) |
| 44 | S SCHWAB STRATEGIC TR | $43M | 1.20M | 0.44% | Trimmed(-4.5%) |
| 45 | E ISHARES TR | $42.2M | 118.2K | 0.43% | Added(+3.6%) |
| 46 | S SCHWAB STRATEGIC TR | $40.7M | 818.2K | 0.42% | Added(+0.5%) |
| 47 | J JOHNSON & JOHNSON | $37.8M | 142.6K | 0.39% | Added(+1.5%) |
| 48 | M MICRON TECHNOLOGY INC | $35.3M | 33.2K | 0.36% | Added(+4.2%) |
| 49 | L ELI LILLY & CO | $35.2M | 30.5K | 0.36% | Added(+2.2%) |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $35.1M | 884.6K | 0.36% | Added(+39.9%) |