Q3 2026 13F filing
Updated 6 days ago331 disclosed positions worth $190.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $22.3M | 247.0K | 11.69% | Trimmed(-27.3%) |
| 2 | V VANGUARD INDEX FDS | $22M | 101.6K | 11.53% | Trimmed(-20.8%) |
| 3 | V VANGUARD INDEX FDS | $13.8M | 70.7K | 7.26% | Trimmed(-17.8%) |
| 4 | V VANGUARD INDEX FDS | $13.4M | 46.0K | 7.06% | Trimmed(-13.6%) |
| 5 | V VANGUARD INDEX FDS | $11.3M | 49.0K | 5.95% | Added(+6.9%) |
| 6 | V VANGUARD INDEX FDS | $9.3M | 103.0K | 4.88% | Trimmed(-69.7%) |
| 7 | T VANGUARD INDEX FDS | $7.5M | 22.2K | 3.94% | Added(+4.3%) |
| 8 | V VANGUARD INDEX FDS | $6.8M | 31.4K | 3.56% | Trimmed(-75.6%) |
| 9 | E ISHARES TR | $6.3M | 64.6K | 3.29% | Trimmed(-1.8%) |
| 10 | E ISHARES TR | $4.3M | 26.7K | 2.25% | Trimmed(-44.3%) |
| 11 | V VANGUARD INDEX FDS | $3.7M | 19.1K | 1.96% | Trimmed(-77.8%) |
| 12 | E ISHARES TR | $3.5M | 21.9K | 1.84% | Trimmed(-54.3%) |
| 13 | V VANGUARD INDEX FDS | $3.4M | 9.1K | 1.79% | Added(+1.8%) |
| 14 | Q INVESCO QQQ TR | $3.4M | 4.5K | 1.76% | Trimmed(-35.7%) |
| 15 | E ISHARES TR | $2.7M | 20.9K | 1.41% | Trimmed(-46.5%) |
| 16 | V VANGUARD INDEX FDS | $2.6M | 9.0K | 1.38% | Trimmed(-83.1%) |
| 17 | V VANGUARD INDEX FDS | $2.5M | 28.1K | 1.32% | Added(+0.5%) |
| 18 | E ISHARES TR | $2.4M | 19.8K | 1.25% | Added(+9.2%) |
| 19 | E ISHARES TR | $2.4M | 18.4K | 1.24% | Trimmed(-53.0%) |
| 20 | E ISHARES TR | $2.2M | 27.7K | 1.15% | Added(+6.6%) |
| 21 | E ISHARES INC | $2.2M | 27.0K | 1.15% | Added(+3.1%) |
| 22 | Q INVESCO QQQ TR | $1.9M | 2.6K | 1.01% | Trimmed(-63.1%) |
| 23 | E ISHARES TR | $1.8M | 10.6K | 0.92% | Added(+0.2%) |
| 24 | B BERKSHIRE HATHAWAY INC DEL | $1.8M | 3.5K | 0.92% | Trimmed(-1.4%) |
| 25 | A ABBVIE INC | $1.5M | 5.8K | 0.79% | Unchanged |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.78% | Unchanged |
| 27 | E ISHARES TR | $1.4M | 9.6K | 0.72% | Added(+0.0%) |
| 28 | A APPLE INC | $1.3M | 4.1K | 0.71% | Trimmed(-7.5%) |
| 29 | S SCHWAB STRATEGIC TR | $1.3M | 44.6K | 0.70% | Added(+0.1%) |
| 30 | V VANGUARD INDEX FDS | $1.2M | 15.6K | 0.64% | Added(+0.2%) |
| 31 | A AMERICAN EXPRESS CO | $1.1M | 3.7K | 0.59% | Unchanged |
| 32 | B BOEING CO | $999K | 5.4K | 0.52% | Unchanged |
| 33 | U COHEN & STEERS ETF TRUST | $906K | 33.9K | 0.48% | Added(+23.4%) |
| 34 | E EMERSON ELEC CO | $858K | 5.5K | 0.45% | Added(+0.5%) |
| 35 | P PEPSICO INC | $833K | 6.6K | 0.44% | Added(+5.6%) |
| 36 | V VANGUARD INDEX FDS | $804K | 2.8K | 0.42% | Added(+0.1%) |
| 37 | P PROCTER & GAMBLE CO | $722K | 5.0K | 0.38% | Unchanged |
| 38 | E ISHARES TR | $719K | 939 | 0.38% | Added(+3.9%) |
| 39 | S SCHWAB STRATEGIC TR | $683K | 21.0K | 0.36% | Unchanged |
| 40 | T TAPESTRY INC | $677K | 5.9K | 0.36% | Unchanged |
| 41 | G ALPHABET INC | $626K | 1.8K | 0.33% | Unchanged |
| 42 | A ABBOTT LABORATORIES | $606K | 6.1K | 0.32% | Unchanged |
| 43 | T VANGUARD INDEX FDS | $599K | 1.8K | 0.31% | Trimmed(-91.7%) |
| 44 | N NVIDIA CORPORATION | $556K | 2.4K | 0.29% | Trimmed(-15.5%) |
| 45 | E ISHARES TR | $521K | 2.3K | 0.27% | Unchanged |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $481K | 7.2K | 0.25% | Trimmed(-8.9%) |
| 47 | M MICROSOFT CORP | $472K | 920 | 0.25% | Trimmed(-9.9%) |
| 48 | V VANGUARD INDEX FDS | $433K | 1.9K | 0.23% | Trimmed(-95.9%) |
| 49 | M DIMENSIONAL ETF TRUST | $415K | 7.4K | 0.22% | Unchanged |
| 50 | D DIMENSIONAL ETF TRUST | $371K | 10.0K | 0.20% | Unchanged |