Q2 2026 13F filing
Updated 37 days ago201 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $171.2M | 462.8K | 12.42% | Added(+1.1%) |
| 2 | ? N/A VANGUARD MALVERN FDS | $106.2M | 1.37M | 7.70% | Added(+15.1%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $88.7M | 994.3K | 6.43% | Added(+6.6%) |
| 4 | ? N/A J P MORGAN EXCHANGE TRADED F | $84.7M | 1.58M | 6.14% | Trimmed(-20.3%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $63.7M | 1.34M | 4.62% | Trimmed(-0.1%) |
| 6 | E ETHA ISHARES TR | $54.3M | 1.07M | 3.94% | Trimmed(-2.6%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $47.1M | 488.3K | 3.42% | Trimmed(-15.4%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $40.5M | 1.02M | 2.94% | Added(+11.8%) |
| 9 | S SPY STATE STR SPDR S&P 500 ETF T | $30.5M | 40.9K | 2.21% | Added(+2.5%) |
| 10 | ? N/A J P MORGAN EXCHANGE TRADED F | $30M | 591.1K | 2.17% | Added(+1727.7%) |
| 11 | ? N/A NUSHARES ETF TR | $29.5M | 1.17M | 2.14% | Added(+29.4%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $28.5M | 734.8K | 2.07% | Added(+5.7%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $28M | 696.7K | 2.03% | Trimmed(-0.5%) |
| 14 | E ETHA ISHARES TR | $27M | 36.1K | 1.96% | Trimmed(-0.1%) |
| 15 | E ETHA ISHARES TR | $24M | 56.3K | 1.74% | Trimmed(-0.1%) |
| 16 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $19.3M | 380.3K | 1.40% | Added(+40.2%) |
| 17 | E ETHA ISHARES TR | $19.1M | 373.7K | 1.38% | Trimmed(-5.1%) |
| 18 | V VGES VANGUARD SCOTTSDALE FDS | $18.9M | 57.1K | 1.37% | Trimmed(-0.1%) |
| 19 | V VGES VANGUARD MALVERN FDS | $18M | 232.5K | 1.31% | Added(+20.2%) |
| 20 | V VGES VANGUARD INDEX FDS | $16.3M | 74.9K | 1.18% | Trimmed(-0.4%) |
| 21 | C CRDO DIMENSIONAL ETF TRUST | $16.1M | 390.9K | 1.17% | Added(+1.0%) |
| 22 | V VGES VANGUARD WORLD FD | $16.1M | 121.5K | 1.17% | Trimmed(-6.9%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $16M | 291.6K | 1.16% | Trimmed(-1.0%) |
| 24 | S SCHW-PJ SCHWAB STRATEGIC TR | $13.2M | 380.0K | 0.96% | Trimmed(-1.6%) |
| 25 | E ETHA ISHARES TR | $12.6M | 116.9K | 0.91% | Trimmed(-4.7%) |
| 26 | E ETHA ISHARES TR | $12M | 39.9K | 0.87% | Trimmed(-0.6%) |
| 27 | V VGES VANGUARD MUN BD FDS | $11.9M | 234.7K | 0.86% | Added(+63.6%) |
| 28 | H HODL VANECK ETF TRUST | $11.8M | 223.1K | 0.86% | Added(+81.9%) |
| 29 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $10.9M | 214.6K | 0.79% | Trimmed(-11.7%) |
| 30 | E ETHA ISHARES TR | $9.8M | 354.5K | 0.71% | Trimmed(-28.3%) |
| 31 | V VGES VANGUARD INDEX FDS | $9.7M | 112.6K | 0.70% | Added(+506.7%) |
| 32 | A AAPL APPLE INC | $9.6M | 33.2K | 0.70% | Added(+39.8%) |
| 33 | ? N/A AMERICAN CENTY ETF TR | $9.1M | 72.6K | 0.66% | Added(+1.6%) |
| 34 | V VGES VANGUARD WORLD FD | $8.7M | 106.0K | 0.63% | Trimmed(-11.2%) |
| 35 | E ETHA ISHARES TR | $8.5M | 52.0K | 0.62% | Added(+0.4%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $8.4M | 162.1K | 0.61% | Trimmed(-0.5%) |
| 37 | ? N/A AMERICAN CENTY ETF TR | $7.7M | 117.4K | 0.56% | — |
| 38 | E EXG MORGAN STANLEY ETF TRUST | $7.6M | 150.3K | 0.55% | Added(+85.0%) |
| 39 | E ETHA ISHARES TR | $7.2M | 155.1K | 0.52% | Trimmed(-1.7%) |
| 40 | V VGES VANGUARD BD INDEX FDS | $6.9M | 89.1K | 0.50% | Trimmed(-6.6%) |
| 41 | M MDY STATE STR SPDR S&P MIDCAP 40 | $6.7M | 9.5K | 0.48% | Trimmed(-2.0%) |
| 42 | S SCHW-PJ SCHWAB STRATEGIC TR | $6.4M | 220.3K | 0.46% | Trimmed(-2.0%) |
| 43 | E ETHA ISHARES TR | $5.9M | 24.4K | 0.43% | Trimmed(-0.4%) |
| 44 | S STT-PG SSGA ACTIVE ETF TR | $5.8M | 147.3K | 0.42% | Trimmed(-36.7%) |
| 45 | E ETHA ISHARES TR | $5.4M | 102.6K | 0.39% | Unchanged |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 69.7K | 0.35% | Unchanged |
| 47 | E ETHA ISHARES TR | $4.9M | 39.2K | 0.35% | Added(+307.2%) |
| 48 | E ETHA ISHARES TR | $4.6M | 33.4K | 0.33% | Unchanged |
| 49 | V VGES VANGUARD SCOTTSDALE FDS | $4.5M | 95.4K | 0.32% | Added(+12.9%) |
| 50 | V VGES VANGUARD INDEX FDS | $4.3M | 17.8K | 0.31% | Added(+0.3%) |