Q3 2026 13F filing
Updated 23 days ago725 disclosed positions worth $232M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $28.8M | 984.2K | 12.43% | Added(+8.3%) |
| 2 | S SCHWAB STRATEGIC TR | $21.4M | 779.3K | 9.23% | Trimmed(-3.2%) |
| 3 | V VANGUARD INDEX FDS | $20M | 53.5K | 8.63% | Added(+4.8%) |
| 4 | S SCHWAB STRATEGIC TR | $19.7M | 829.8K | 8.48% | Added(+14.2%) |
| 5 | S SCHWAB STRATEGIC TR | $13M | 434.8K | 5.62% | Trimmed(-21.7%) |
| 6 | V VANGUARD INDEX FDS | $11M | 31.3K | 4.75% | Trimmed(-0.1%) |
| 7 | V VANGUARD STAR FDS | $10.4M | 122.6K | 4.49% | Added(+10.7%) |
| 8 | S SPDR SERIES TRUST | $6M | 66.4K | 2.57% | Added(+1.4%) |
| 9 | V VANGUARD SCOTTSDALE FDS | $5.8M | 101.5K | 2.48% | Added(+11.0%) |
| 10 | E ISHARES TR | $5M | 52.8K | 2.16% | Added(+2.9%) |
| 11 | N NVIDIA CORPORATION | $4.6M | 20.0K | 1.96% | Added(+55.0%) |
| 12 | S SCHWAB STRATEGIC TR | $4.5M | 131.3K | 1.93% | Trimmed(-17.8%) |
| 13 | S SPDR SERIES TRUST | $4.4M | 162.4K | 1.91% | Added(+2.5%) |
| 14 | S SPDR INDEX SHS FDS | $4.3M | 85.8K | 1.86% | Added(+6.4%) |
| 15 | S SCHWAB STRATEGIC TR | $3.8M | 106.3K | 1.65% | Unchanged |
| 16 | N NVIDIA CORPORATION | $3.4M | 15.1K | 1.49% | Added(+17.3%) |
| 17 | V VANGUARD INDEX FDS | $3.4M | 43.9K | 1.48% | Added(+0.1%) |
| 18 | V VANGUARD INDEX FDS | $3.3M | 4.7K | 1.43% | Trimmed(-3.8%) |
| 19 | E ISHARES TR | $2.8M | 3.6K | 1.20% | Added(+8.6%) |
| 20 | S SCHWAB STRATEGIC TR | $2.7M | 81.5K | 1.15% | Trimmed(-15.5%) |
| 21 | A APPLE INC | $2.5M | 7.4K | 1.06% | Added(+249.4%) |
| 22 | V VANGUARD TAX-MANAGED FDS | $2.4M | 33.8K | 1.03% | Trimmed(-2.5%) |
| 23 | V VANGUARD INTL EQUITY INDEX F | $2.4M | 15.1K | 1.03% | Added(+31.7%) |
| 24 | ? N/A EA SERIES TRUST | $2.1M | 35.3K | 0.89% | Unchanged |
| 25 | S SPDR SERIES TRUST | $1.8M | 28.9K | 0.79% | Trimmed(-0.0%) |
| 26 | V VANGUARD INDEX FDS | $1.7M | 6.1K | 0.75% | Trimmed(-1.1%) |
| 27 | V VANGUARD INDEX FDS | $1.3M | 6.1K | 0.56% | Unchanged |
| 28 | E ISHARES TR | $1.2M | 7.0K | 0.50% | Added(+11.0%) |
| 29 | S SCHWAB STRATEGIC TR | $1.1M | 46.6K | 0.48% | Added(+27.5%) |
| 30 | V VANGUARD INTL EQUITY INDEX F | $1.1M | 18.3K | 0.47% | Trimmed(-0.0%) |
| 31 | V VANGUARD INDEX FDS | $915K | 10.2K | 0.39% | Trimmed(-5.2%) |
| 32 | V VANGUARD SCOTTSDALE FDS | $906K | 2.6K | 0.39% | Unchanged |
| 33 | S SPDR SERIES TRUST | $892K | 31.1K | 0.38% | Trimmed(-5.2%) |
| 34 | A SPDR SERIES TRUST | $868K | 16.4K | 0.37% | Added(+0.0%) |
| 35 | S SCHWAB STRATEGIC TR | $737K | 13.7K | 0.32% | Unchanged |
| 36 | A APPLE INC | $733K | 2.2K | 0.32% | Added(+4.1%) |
| 37 | G ALPHABET INC | $722K | 2.1K | 0.31% | Added(+21.1%) |
| 38 | V VANGUARD INDEX FDS | $720K | 3.1K | 0.31% | Added(+0.3%) |
| 39 | G ALPHABET INC | $578K | 1.7K | 0.25% | Added(+1.6%) |
| 40 | M MICROSOFT CORP | $576K | 1.1K | 0.25% | Added(+12.3%) |
| 41 | B BALL CORP | $519K | 9.3K | 0.22% | Unchanged |
| 42 | S SCHWAB STRATEGIC TR | $514K | 15.8K | 0.22% | Trimmed(-11.7%) |
| 43 | V VANGUARD WORLD FD | $514K | 3.8K | 0.22% | Added(+0.1%) |
| 44 | E ISHARES TR | $509K | 7.1K | 0.22% | Added(+0.1%) |
| 45 | S SCHWAB STRATEGIC TR | $505K | 22.9K | 0.22% | Unchanged |
| 46 | S STATE STR SPDR S&P 500 ETF T | $493K | 646 | 0.21% | Added(+14.1%) |
| 47 | E ISHARES TR | $483K | 5.0K | 0.21% | Unchanged |
| 48 | B BERKSHIRE HATHAWAY INC DEL | $474K | 952 | 0.20% | Added(+21.1%) |
| 49 | Q INVESCO QQQ TR | $473K | 640 | 0.20% | Added(+7.6%) |
| 50 | M META PLATFORMS INC | $462K | 637 | 0.20% | Added(+355.0%) |