Q3 2026 13F filing
Updated 20 days ago171 disclosed positions worth $454.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STRYKER CORPORATION | $66.6M | 241.7K | 14.66% | Trimmed(-0.7%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $54.3M | 653.5K | 11.95% | Added(+11.4%) |
| 3 | V VANGUARD INDEX FDS | $24.9M | 35.5K | 5.47% | Trimmed(-6.6%) |
| 4 | A APPLE INC | $21M | 63.2K | 4.63% | Trimmed(-1.1%) |
| 5 | C DIMENSIONAL ETF TRUST | $18M | 435.6K | 3.97% | Added(+22.0%) |
| 6 | V VANGUARD STAR FDS | $15M | 176.7K | 3.31% | Trimmed(-4.3%) |
| 7 | E ISHARES TR | $14.4M | 106.2K | 3.18% | Trimmed(-10.8%) |
| 8 | V VANGUARD INDEX FDS | $13.5M | 149.4K | 2.97% | Trimmed(-0.9%) |
| 9 | B VANGUARD SPECIALIZED FUNDS | $12.6M | 54.0K | 2.77% | Added(+1.1%) |
| 10 | V VANGUARD INDEX FDS | $12.4M | 33.2K | 2.74% | Added(+0.2%) |
| 11 | V VANGUARD INDEX FDS | $12.2M | 56.5K | 2.69% | Trimmed(-1.0%) |
| 12 | Q INVESCO QQQ TR | $12M | 16.2K | 2.64% | Added(+0.1%) |
| 13 | M MICROSOFT CORP | $9.3M | 18.2K | 2.06% | Trimmed(-0.6%) |
| 14 | C CAPITAL GROUP GROWTH ETF | $7M | 146.9K | 1.53% | Added(+3.9%) |
| 15 | V VANGUARD SCOTTSDALE FDS | $6.4M | 83.2K | 1.42% | Added(+7.7%) |
| 16 | C CAPITAL GROUP CORE BALANCED | $5.2M | 142.7K | 1.15% | Added(+4.0%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $5.2M | 90.3K | 1.14% | Added(+15.3%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $5.1M | 62.1K | 1.12% | Added(+22.0%) |
| 19 | V VANGUARD INDEX FDS | $4.6M | 16.2K | 1.01% | Trimmed(-1.8%) |
| 20 | S STATE STR SPDR S&P 500 ETF T | $4.5M | 5.9K | 1.00% | Added(+0.3%) |
| 21 | V VANGUARD BD INDEX FDS | $4.4M | 89.5K | 0.98% | Added(+14.8%) |
| 22 | S SCHWAB STRATEGIC TR | $3.9M | 119.4K | 0.86% | Added(+2.1%) |
| 23 | E ISHARES TR | $3.6M | 4.7K | 0.79% | Added(+0.0%) |
| 24 | V VANGUARD INDEX FDS | $3.5M | 44.0K | 0.76% | Added(+0.3%) |
| 25 | V VANGUARD WORLD FD | $2.9M | 23.4K | 0.65% | Trimmed(-0.2%) |
| 26 | V VANGUARD MUN BD FDS | $2.9M | 60.4K | 0.63% | Added(+89.0%) |
| 27 | V VANGUARD INDEX FDS | $2.6M | 11.4K | 0.58% | Trimmed(-2.9%) |
| 28 | C CAPITAL GROUP INTL FOCUS EQT | $2.6M | 74.8K | 0.56% | Added(+2.5%) |
| 29 | E ISHARES TR | $2.6M | 26.4K | 0.56% | Unchanged |
| 30 | W WALMART INC | $2.5M | 23.7K | 0.54% | Added(+0.3%) |
| 31 | C CAPITAL GROUP DIVIDEND VALUE | $2.4M | 48.3K | 0.52% | Added(+31.1%) |
| 32 | M STATE STR SPDR S&P MIDCAP 40 | $2.2M | 3.3K | 0.48% | Added(+0.3%) |
| 33 | C CAPITAL GROUP DIVIDEND GROWE | $1.9M | 50.9K | 0.42% | Trimmed(-3.8%) |
| 34 | G ALPHABET INC | $1.9M | 5.5K | 0.41% | Added(+0.6%) |
| 35 | V VANGUARD BD INDEX FDS | $1.9M | 26.7K | 0.41% | Added(+156.2%) |
| 36 | V VANGUARD SCOTTSDALE FDS | $1.8M | 32.6K | 0.41% | Added(+14.5%) |
| 37 | C CAPITAL GRP FIXED INCM ETF T | $1.8M | 72.8K | 0.40% | Added(+0.5%) |
| 38 | C CAPITAL GROUP CORE EQUITY ET | $1.8M | 40.2K | 0.39% | Added(+0.7%) |
| 39 | P PHILIP MORRIS INTL INC | $1.7M | 9.1K | 0.38% | Added(+14.4%) |
| 40 | C CAPITAL GROUP CONSERVATIVE E | $1.7M | 54.0K | 0.38% | Added(+1.0%) |
| 41 | A AMAZON COM INC | $1.7M | 6.9K | 0.38% | Added(+0.3%) |
| 42 | P PROCTER & GAMBLE CO | $1.7M | 11.7K | 0.37% | Added(+0.1%) |
| 43 | E ISHARES TR | $1.7M | 15.8K | 0.36% | Added(+28.8%) |
| 44 | C CHEVRON CORPORATION | $1.6M | 8.1K | 0.36% | Added(+0.2%) |
| 45 | I INTERNATIONAL BUSINESS MACHS | $1.6M | 7.3K | 0.36% | Trimmed(-0.3%) |
| 46 | M MCDONALDS CORP | $1.6M | 7.0K | 0.35% | Trimmed(-3.8%) |
| 47 | X EXXONMOBIL HOLDINGS CORP | $1.6M | 9.8K | 0.35% | — |
| 48 | J JPMORGAN CHASE & CO | $1.5M | 4.7K | 0.34% | Added(+0.7%) |
| 49 | C CISCO SYS INC | $1.5M | 14.2K | 0.34% | Added(+0.0%) |
| 50 | V VANGUARD WHITEHALL FDS | $1.5M | 16.1K | 0.34% | Trimmed(-3.7%) |