Q2 2026 13F filing
Updated 37 days ago1,429 disclosed positions worth $539.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $179.6M | 4.05M | 33.26% | Added(+56665.5%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $58.9M | 1.58M | 10.90% | Added(+426576.3%) |
| 3 | V VGES VANGUARD SCOTTSDALE FDS | $49.1M | 597.0K | 9.09% | Added(+13718.8%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $37M | 450.4K | 6.85% | Added(+51085.6%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $29.3M | 696.0K | 5.43% | Added(+12561.9%) |
| 6 | V VGES VANGUARD INDEX FDS | $28.3M | 292.5K | 5.25% | Added(+44149.2%) |
| 7 | C CRDO DIMENSIONAL ETF TRUST | $27.8M | 675.4K | 5.14% | Added(+12228.8%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $18.8M | 474.7K | 3.49% | Added(+451970.5%) |
| 9 | V VGES VANGUARD SCOTTSDALE FDS | $14.6M | 185.7K | 2.71% | Added(+8350.0%) |
| 10 | H HOMB HOME BANCSHARES INC | $14.1M | 489.1K | 2.62% | Trimmed(-15.9%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $13.2M | 161.1K | 2.45% | Added(+2975.4%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $9M | 230.0K | 1.67% | Added(+8685.6%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $5M | 191.6K | 0.93% | Added(+7198.3%) |
| 14 | ? N/A ISHARES TR | $4.8M | 95.9K | 0.89% | Trimmed(-0.3%) |
| 15 | V VGES VANGUARD INDEX FDS | $4.5M | 12.1K | 0.82% | Trimmed(-3.0%) |
| 16 | ? N/A SCHWAB STRATEGIC TR | $3.6M | 161.3K | 0.67% | Trimmed(-1.2%) |
| 17 | A AAPL APPLE INC | $3.4M | 11.5K | 0.63% | Added(+0.6%) |
| 18 | V VGES VANGUARD INDEX FDS | $3M | 9.8K | 0.55% | Added(+3338.9%) |
| 19 | M MSFT MICROSOFT CORP | $2.4M | 6.3K | 0.45% | Trimmed(-4.1%) |
| 20 | H HAPN HAPPEN INC | $2.1M | 102.6K | 0.39% | — |
| 21 | V VGES VANGUARD INDEX FDS | $1.7M | 2.5K | 0.32% | Trimmed(-0.6%) |
| 22 | M MAR MARRIOTT INTL INC NEW | $1.7M | 4.7K | 0.32% | Added(+0.0%) |
| 23 | V VGES VANGUARD STAR FDS | $1.6M | 19.0K | 0.30% | Trimmed(-0.1%) |
| 24 | V VGES VANGUARD BD INDEX FDS | $1.3M | 18.0K | 0.24% | Trimmed(-5.4%) |
| 25 | S SCHW-PJ SCHWAB STRATEGIC TR | $966K | 33.4K | 0.18% | Unchanged |
| 26 | A AMZN AMAZON COM INC | $932K | 3.9K | 0.17% | Trimmed(-0.3%) |
| 27 | V VGES VANGUARD TAX-MANAGED FDS | $858K | 12.2K | 0.16% | Trimmed(-1.3%) |
| 28 | V VGES VANGUARD INTL EQUITY INDEX F | $841K | 14.2K | 0.16% | Trimmed(-1.1%) |
| 29 | E ETHA ISHARES TR | $798K | 1.1K | 0.15% | Added(+13.5%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $756K | 20.7K | 0.14% | Added(+2.1%) |
| 31 | R RSG REPUBLIC SVCS INC | $721K | 3.4K | 0.13% | Added(+0.1%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $718K | 13.9K | 0.13% | Trimmed(-0.2%) |
| 33 | N NVDA NVIDIA CORPORATION | $701K | 3.5K | 0.13% | Added(+25.1%) |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $659K | 8.0K | 0.12% | Trimmed(-3.8%) |
| 35 | E ETHA ISHARES TR | $616K | 6.1K | 0.11% | Trimmed(-1.0%) |
| 36 | S SCHW-PJ SCHWAB STRATEGIC TR | $564K | 19.2K | 0.10% | Unchanged |
| 37 | G GOOGN ALPHABET INC | $487K | 1.3K | 0.09% | Trimmed(-2.1%) |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $452K | 9.3K | 0.08% | Unchanged |
| 39 | E ETHA ISHARES TR | $437K | 4.5K | 0.08% | — |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $430K | 5.2K | 0.08% | Unchanged |
| 41 | E ETHA INVESCO EXCH TRADED FD TR II | $373K | 1.3K | 0.07% | Added(+1150.0%) |
| 42 | V VGES VANGUARD SCOTTSDALE FDS | $359K | 4.4K | 0.07% | Added(+1.0%) |
| 43 | M META META PLATFORMS INC | $357K | 583 | 0.07% | Added(+2.3%) |
| 44 | G GOOGN ALPHABET INC | $332K | 927 | 0.06% | Added(+53.7%) |
| 45 | V VGES VANGUARD INTL EQUITY INDEX F | $320K | 2.0K | 0.06% | Unchanged |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $317K | 7.1K | 0.06% | Added(+0.1%) |
| 47 | A AXP AMERICAN EXPRESS CO | $292K | 840 | 0.05% | Added(+0.8%) |
| 48 | J JPM-PM JPMORGAN CHASE & CO | $277K | 831 | 0.05% | Added(+2.9%) |
| 49 | E ENSG ENSIGN GROUP INC | $270K | 1.6K | 0.05% | Added(+0.1%) |
| 50 | V VGES VANGUARD SCOTTSDALE FDS | $252K | 4.3K | 0.05% | Unchanged |