Q3 2026 13F filing
Updated 16 days ago864 disclosed positions worth $440.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A Apple Inc Ordinary Shares | $18.7M | 56.1K | 4.24% | Trimmed(-2.7%) |
| 2 | H Dimensional Etf Trust Core Fixed Income | $16.5M | 411.5K | 3.74% | Added(+4.7%) |
| 3 | ? N/A Dimensional Etf Trust Short-Duration Fixed Income | $14.6M | 314.1K | 3.31% | Added(+10.5%) |
| 4 | V Vanguard Bond Index Funds Intermediate-Term Etf | $13.7M | 187.8K | 3.10% | Trimmed(-0.2%) |
| 5 | M Micron Technology Inc. Ordinary Shares | $13.6M | 12.8K | 3.09% | Trimmed(-1.8%) |
| 6 | V Vanguard Bond Index Funds Short-Term Etf | $11.5M | 151.0K | 2.62% | Added(+1.3%) |
| 7 | B Vanguard Specialized Funds Dividend Appreciation Ftf | $11.4M | 48.9K | 2.59% | Added(+3.4%) |
| 8 | V Vanguard High Dividend Yield Etf | $10.6M | 68.5K | 2.41% | Added(+4.0%) |
| 9 | ? N/A Dimensional Etf Trust U.S. Targeted Value | $9.6M | 143.9K | 2.17% | Added(+1.6%) |
| 10 | V Vanguard Whitehall Funds Emerging Markets Government Bond Etf | $9.3M | 147.7K | 2.11% | Added(+5.6%) |
| 11 | M Microsoft | $9.1M | 17.6K | 2.05% | Added(+1.6%) |
| 12 | V Vanguard Index Funds Morningstar Growth Etf | $8.6M | 94.9K | 1.94% | Added(+18.2%) |
| 13 | E Ishares Trust 0-5 Year Tips Bond Etf | $8.4M | 83.8K | 1.89% | Added(+31.8%) |
| 14 | N Nvidia Corp Ordinary Shares | $8.1M | 35.5K | 1.84% | Added(+0.8%) |
| 15 | V Vanguard Total Bond Market Etf | $7.9M | 112.1K | 1.78% | Trimmed(-1.4%) |
| 16 | E Ishares Trust Core U.S. Aggregate Bond Etf | $7.1M | 74.9K | 1.61% | Trimmed(-0.4%) |
| 17 | G Alphabet Inc Ordinary Shares - Class C | $6.9M | 20.1K | 1.55% | Trimmed(-1.5%) |
| 18 | C Dimensional Etf Trust International Core Equity Market | $6.5M | 155.7K | 1.46% | Added(+7.5%) |
| 19 | V Vanguard Charlotte Funds Total International Bond Etf | $6.4M | 137.0K | 1.46% | Added(+1.3%) |
| 20 | B Berkshire Hathaway Inc. Ordinary Shares - Class B | $6.1M | 12.3K | 1.39% | Trimmed(-9.1%) |
| 21 | E Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf | $6M | 119.5K | 1.37% | Added(+4.2%) |
| 22 | ? N/A Dimensional Etf Trust Global Core Plus Fixed Income | $5.7M | 109.4K | 1.29% | Added(+11.9%) |
| 23 | ? N/A Dfa Investment Dimensions Group Inc US High Relative Profitability Portfolio Etf Class Shares | $5.5M | 130.8K | 1.24% | — |
| 24 | M Dimensional Etf Trust International Value | $5.3M | 95.7K | 1.21% | Added(+3.3%) |
| 25 | A Amazon.com Inc. Ordinary Shares | $5.2M | 20.7K | 1.17% | Added(+0.4%) |
| 26 | V Vanguard Index Funds Morningstar Value Etf | $4.9M | 22.9K | 1.12% | Trimmed(-1.2%) |
| 27 | S Spdr Series Trust State Street Bloomberg Emerging Markets Local Bond Etf | $4.9M | 235.8K | 1.10% | Added(+6.7%) |
| 28 | ? N/A Dimensional Etf Trust U.S. Core Equity 2 | $4.7M | 105.7K | 1.07% | Added(+13.6%) |
| 29 | N Dimensional Etf Trust Emerging Core Equity Market | $4.7M | 119.2K | 1.06% | Added(+7.3%) |
| 30 | ? N/A Dimensional Etf Trust US Large Cap Value | $3.9M | 98.1K | 0.89% | Added(+9.1%) |
| 31 | T Taiwan Semiconductor Manufacturing LTD | $3.9M | 8.5K | 0.88% | Added(+4.6%) |
| 32 | V Vanguard Index Funds Morningstar Mid-Cap Etf | $3.9M | 49.3K | 0.88% | Trimmed(-2.1%) |
| 33 | V Vanguard World Fund Information Technology Etf | $3.8M | 30.1K | 0.86% | Added(+6.7%) |
| 34 | N Dimensional Etf Trust Inflation-Protected Securities | $3.7M | 95.5K | 0.85% | Added(+22.9%) |
| 35 | V Vanguard World Fund Financials Etf | $3.5M | 27.2K | 0.80% | Trimmed(-1.7%) |
| 36 | N Dimensional Etf Trust International High Profitability | $3.5M | 104.7K | 0.80% | Added(+14.8%) |
| 37 | V Vanguard Index Funds Morningstar Small-Cap Etf | $3.3M | 11.7K | 0.76% | Added(+7.5%) |
| 38 | C Caterpiller, Inc DEL | $3.1M | 3.8K | 0.70% | Trimmed(-1.5%) |
| 39 | L Lilly(eli) & Co Ordinary Shares | $3M | 2.6K | 0.68% | Trimmed(-3.9%) |
| 40 | J Johnson & Johnson | $3M | 11.3K | 0.68% | Added(+0.4%) |
| 41 | J JPMorgan Chase & Co. | $2.8M | 8.6K | 0.64% | Trimmed(-0.7%) |
| 42 | A Abbvie Inc Ordinary Shares | $2.4M | 9.2K | 0.54% | Trimmed(-0.0%) |
| 43 | A Advanced Micro Devices Inc. Ordinary Shares | $2.4M | 3.9K | 0.54% | Trimmed(-3.0%) |
| 44 | M Meta Platforms Inc Ordinary Shares - Class A | $2.3M | 3.2K | 0.53% | Added(+11.3%) |
| 45 | R Rtx Corp Ordinary Shares | $2.3M | 12.3K | 0.52% | Trimmed(-0.8%) |
| 46 | V Vanguard International Equity Index Funds Ftse Emerging Markets Etf | $2.2M | 37.0K | 0.50% | Trimmed(-2.3%) |
| 47 | V Vanguard Index Funds S&p 500 Etf | $2.1M | 3.0K | 0.48% | Added(+9.2%) |
| 48 | E Ishares Trust International Aggregate Bond Fund | $2.1M | 41.8K | 0.47% | Added(+0.5%) |
| 49 | V Vanguard World Fund Health Care Etf | $2M | 6.5K | 0.46% | Trimmed(-5.3%) |
| 50 | M Merck & Co Inc Ordinary Shares | $2M | 13.9K | 0.46% | Trimmed(-0.2%) |