Q2 2026 13F filing
Updated 57 days ago353 disclosed positions worth $277.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD TAX-MANAGED FDS | $38.4M | 538.3K | 13.81% | Added(+0.3%) |
| 2 | V VGES VANGUARD INDEX FDS | $31.4M | 84.9K | 11.32% | Added(+2.8%) |
| 3 | V VGES VANGUARD SCOTTSDALE FDS | $31M | 532.2K | 11.16% | Added(+10.2%) |
| 4 | V VGES VANGUARD INTL EQUITY INDEX F | $19.1M | 320.5K | 6.89% | Added(+2.7%) |
| 5 | V VGES VANGUARD SCOTTSDALE FDS | $15.6M | 188.9K | 5.62% | Added(+7.7%) |
| 6 | ? N/A VANGUARD SCOTTSDALE FDS | $15.4M | 194.9K | 5.55% | Added(+6.7%) |
| 7 | V VGES VANGUARD INDEX FDS | $14.1M | 145.8K | 5.06% | Added(+4.3%) |
| 8 | D DBC INVESCO DB COMMDY INDX TRCK | $11.2M | 418.9K | 4.02% | Trimmed(-5.4%) |
| 9 | S SPY STATE STR SPDR S&P 500 ETF T | $11M | 14.7K | 3.97% | Trimmed(-1.8%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $8.9M | 209.0K | 3.21% | Trimmed(-0.0%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $8.7M | 219.1K | 3.12% | Added(+4.6%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $8M | 97.5K | 2.89% | Added(+8.7%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $7.3M | 104.4K | 2.63% | Added(+28.0%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $7.1M | 131.8K | 2.57% | Trimmed(-7.6%) |
| 15 | S SCHW-PJ SCHWAB STRATEGIC TR | $6M | 208.6K | 2.18% | Added(+0.5%) |
| 16 | V VGES VANGUARD INDEX FDS | $4.4M | 14.4K | 1.57% | Trimmed(-0.0%) |
| 17 | I INTC INTEL CORP | $4.3M | 30.9K | 1.55% | Added(+137.9%) |
| 18 | E ETHA ISHARES INC | $3.8M | 45.5K | 1.36% | Trimmed(-1.5%) |
| 19 | ? N/A ISHARES TR | $3.7M | 33.6K | 1.32% | Added(+23.0%) |
| 20 | ? N/A ISHARES TR | $3.6M | 40.3K | 1.29% | Trimmed(-2.2%) |
| 21 | G GOOGN ALPHABET INC | $2.6M | 7.2K | 0.92% | Trimmed(-60.6%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 53.6K | 0.78% | Trimmed(-5.1%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 41.5K | 0.70% | Added(+27.9%) |
| 24 | ? N/A ISHARES TR | $1.9M | 18.9K | 0.69% | Trimmed(-2.2%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 38.3K | 0.68% | Added(+9.7%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 37.0K | 0.60% | Added(+23.3%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 29.8K | 0.59% | Trimmed(-14.4%) |
| 28 | A AMZN AMAZON COM INC | $1.5M | 6.5K | 0.56% | Trimmed(-26.9%) |
| 29 | S SCHW-PJ SCHWAB STRATEGIC TR | $798K | 28.8K | 0.29% | Added(+42.6%) |
| 30 | I IVZ INVESCO EXCHANGE TRADED FD T | $713K | 3.4K | 0.26% | Unchanged |
| 31 | V VGES VANGUARD BD INDEX FDS | $695K | 9.5K | 0.25% | Added(+2.9%) |
| 32 | E ETHA ISHARES TR | $620K | 3.8K | 0.22% | Trimmed(-0.1%) |
| 33 | S SCHW-PJ SCHWAB STRATEGIC TR | $483K | 13.4K | 0.17% | Added(+10.8%) |
| 34 | ? N/A SCHWAB STRATEGIC TR | $449K | 19.0K | 0.16% | Trimmed(-2.2%) |
| 35 | M MSFT MICROSOFT CORP | $422K | 1.1K | 0.15% | Added(+1.7%) |
| 36 | Q QCOM QUALCOMM INC | $390K | 2.1K | 0.14% | Added(+0.1%) |
| 37 | A AMD ADVANCED MICRO DEVICES INC | $385K | 663 | 0.14% | Added(+4.9%) |
| 38 | ? N/A AXON ENTERPRISE INC | $302K | 538 | 0.11% | — |
| 39 | S SCHW-PJ SCHWAB STRATEGIC TR | $281K | 7.8K | 0.10% | Trimmed(-2.0%) |
| 40 | E ETHA ISHARES TR | $254K | 1.5K | 0.09% | Unchanged |
| 41 | ? N/A SPDR SERIES TRUST | $252K | 9.8K | 0.09% | Unchanged |
| 42 | E ETHA ISHARES TR | $231K | 3.4K | 0.08% | Unchanged |
| 43 | V VGES VANGUARD INDEX FDS | $185K | 604 | 0.07% | Unchanged |
| 44 | A AAPL APPLE INC | $155K | 534 | 0.06% | Added(+5.7%) |
| 45 | N NVDA NVIDIA CORPORATION | $152K | 762 | 0.05% | Added(+211.0%) |
| 46 | E ETHA ISHARES TR | $143K | 475 | 0.05% | Added(+375.0%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $140K | 3.8K | 0.05% | — |
| 48 | E ETHA ISHARES TR | $134K | 984 | 0.05% | Unchanged |
| 49 | E ETHA ISHARES TR | $124K | 165 | 0.04% | — |
| 50 | ? N/A ISHARES TR | $105K | 1.6K | 0.04% | Unchanged |