Q3 2026 13F filing
Updated 7 days ago229 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES CORE S&P 500 ETF | $486.8M | 634.4K | 47.09% | — |
| 2 | E ISHARES TRUST CORE MSCI EAFE ETF | $213.1M | 2.22M | 20.61% | — |
| 3 | E ISHARES CORE MSCI EMERGING MARKETS ETF | $100.7M | 1.24M | 9.74% | — |
| 4 | E ISHARES CORE S&P MID-CAP ETF | $67M | 921.8K | 6.48% | — |
| 5 | G GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | $47.2M | 503.7K | 4.57% | — |
| 6 | M MCDONALD S CORP | $29.5M | 127.4K | 2.86% | — |
| 7 | V VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $23.9M | 289.2K | 2.31% | — |
| 8 | M MATSON INC COM NPV | $9.1M | 40.1K | 0.88% | — |
| 9 | N NVIDIA CORPORATION COM | $8.9M | 38.4K | 0.86% | — |
| 10 | A APPLE INC | $6.5M | 19.7K | 0.63% | — |
| 11 | V VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $6.3M | 48.7K | 0.61% | — |
| 12 | M MICROSOFT CORP | $5M | 9.8K | 0.48% | — |
| 13 | B ISHARES TR MSCI ACWI ETF | $4M | 25.3K | 0.39% | — |
| 14 | J JPMORGAN CHASE &CO. COM | $3.3M | 9.9K | 0.32% | — |
| 15 | B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $1.8M | 3.7K | 0.18% | — |
| 16 | S STATE STREET SPDR S&P 500 ETF UNITS | $1.5M | 1.9K | 0.14% | — |
| 17 | J JOHNSON &JOHNSON COM | $1.1M | 4.3K | 0.11% | — |
| 18 | C COSTCO WHOLESALE CORP COM | $964K | 1.1K | 0.09% | — |
| 19 | A ADVANCED MICRO DEVICES INC | $893K | 1.4K | 0.09% | — |
| 20 | F FIRST HAWAIIAN INC COM | $890K | 35.7K | 0.09% | — |
| 21 | B BANK AMERICA CORP COM | $832K | 15.5K | 0.08% | — |
| 22 | T TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL | $830K | 4.5K | 0.08% | — |
| 23 | I INTEL CORP COM USD0.001 | $720K | 6.0K | 0.07% | — |
| 24 | A AMAZON.COM INC | $610K | 2.5K | 0.06% | — |
| 25 | E ISHARES INC MSCI GBL MIN VOL | $552K | 4.5K | 0.05% | — |
| 26 | G ALPHABET INC CAP STK CL A | $497K | 1.5K | 0.05% | — |
| 27 | I INTERNATIONAL BUS MACH CORP COM USD0.20 | $457K | 2.0K | 0.04% | — |
| 28 | A AUTOMATIC DATA PROCESSING INC COM | $424K | 1.6K | 0.04% | — |
| 29 | T TEXAS INSTRUMENTS INC COM USD1.00 | $423K | 1.5K | 0.04% | — |
| 30 | S SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $408K | 2.7K | 0.04% | — |
| 31 | T TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $390K | 850 | 0.04% | — |
| 32 | M MARSH COMMON STOCK | $339K | 2.0K | 0.03% | — |
| 33 | T THERMO FISHER SCIENTIFIC INC | $336K | 515 | 0.03% | — |
| 34 | G GE AEROSPACE COM NEW | $332K | 1.1K | 0.03% | — |
| 35 | T TESLA INC COM | $325K | 918 | 0.03% | — |
| 36 | P PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | $315K | 3.5K | 0.03% | — |
| 37 | M MONSTER BEVERAGE CORP NEW COM | $309K | 7.3K | 0.03% | — |
| 38 | V VERIZON COMMUNICATIONS INC | $303K | 6.6K | 0.03% | — |
| 39 | E ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 | $290K | 7.1K | 0.03% | — |
| 40 | L LINDE PLC COM EUR0.001 | $284K | 606 | 0.03% | — |
| 41 | C CHEVRON CORP NEW COM | $270K | 1.3K | 0.03% | — |
| 42 | D DELL TECHNOLOGIES INC CL C | $269K | 496 | 0.03% | — |
| 43 | G GE VERNOVA INC COM | $255K | 258 | 0.02% | — |
| 44 | X EXXONMOBIL HOLDINGS CORP COM SHS | $250K | 1.5K | 0.02% | — |
| 45 | M META PLATFORMS INC CLASS A COMMON STOCK | $237K | 327 | 0.02% | — |
| 46 | C CITIGROUP INC | $191K | 1.5K | 0.02% | — |
| 47 | F FIDELITY WISE ORIGIN BITCOIN FUND | $184K | 2.5K | 0.02% | — |
| 48 | A BROADCOM INC COM | $177K | 514 | 0.02% | — |
| 49 | N NETFLIX INC | $168K | 2.5K | 0.02% | — |
| 50 | P PROCTER AND GAMBLE CO COM | $167K | 1.2K | 0.02% | — |