Q3 2026 13F filing
Updated 22 days ago151 disclosed positions worth $280.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $28.8M | 549.8K | 10.26% | Added(+7.5%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $15.5M | 171.8K | 5.54% | Added(+93.7%) |
| 3 | C DIMENSIONAL ETF TRUST | $13.3M | 322.1K | 4.76% | Added(+4.5%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $11.8M | 255.4K | 4.19% | Added(+9.4%) |
| 5 | N DIMENSIONAL ETF TRUST | $11.3M | 286.8K | 4.02% | Added(+3.3%) |
| 6 | ? N/A PIMCO EQUITY SER | $10.3M | 158.7K | 3.67% | Added(+4.4%) |
| 7 | G WORLD GOLD TR | $7.7M | 93.3K | 2.73% | Added(+1.3%) |
| 8 | S SPDR SERIES TRUST | $7M | 76.2K | 2.49% | Trimmed(-3.8%) |
| 9 | ? N/A DFA INVT DIMENSIONS GROUP IN | $5.9M | 71.0K | 2.09% | — |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $5.7M | 127.5K | 2.02% | Added(+0.4%) |
| 11 | ? N/A IM GLOBAL PARTNER FUNDS | $5.5M | 168.9K | 1.96% | Added(+12.5%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $5.4M | 68.4K | 1.94% | Added(+6.6%) |
| 13 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $5.3M | 116.2K | 1.89% | Trimmed(-53.9%) |
| 14 | H DIMENSIONAL ETF TRUST | $5.3M | 131.2K | 1.88% | Added(+8.3%) |
| 15 | A APPLE INC | $4.6M | 13.8K | 1.64% | Added(+7.1%) |
| 16 | S SSGA ACTIVE ETF TR | $4.5M | 119.1K | 1.59% | Added(+13.6%) |
| 17 | ? N/A AMERICAN CENTY ETF TR | $4.2M | 65.0K | 1.51% | Added(+6.7%) |
| 18 | S SPDR SERIES TRUST | $4M | 40.3K | 1.43% | Trimmed(-5.8%) |
| 19 | N NVIDIA CORPORATION | $4M | 17.4K | 1.42% | Added(+13.4%) |
| 20 | N DIMENSIONAL ETF TRUST | $3.7M | 95.8K | 1.33% | Added(+3.5%) |
| 21 | E ISHARES TR | $3.7M | 32.5K | 1.31% | Added(+6.6%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $3.5M | 35.7K | 1.25% | Trimmed(-8.1%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $3.1M | 82.4K | 1.11% | Added(0.0%) |
| 24 | ? N/A PIMCO EQUITY SER | $3.1M | 74.7K | 1.10% | Added(+5.5%) |
| 25 | M MICROSOFT CORP | $3M | 5.9K | 1.07% | Added(+15.1%) |
| 26 | S SPDR SERIES TRUST | $2.9M | 100.4K | 1.03% | Trimmed(-4.3%) |
| 27 | ? N/A FLEXSHARES TR | $2.9M | 46.0K | 1.02% | Added(+6.4%) |
| 28 | V VANGUARD WORLD FD | $2.8M | 22.6K | 1.01% | Added(+2.4%) |
| 29 | P PIMCO ETF TR | $2.8M | 55.9K | 0.99% | Added(0.0%) |
| 30 | S STATE STR SPDR S&P 500 ETF T | $2.7M | 3.5K | 0.95% | Added(+50.4%) |
| 31 | F FLEXSHARES TR | $2.7M | 50.3K | 0.94% | Added(+6.2%) |
| 32 | V VANGUARD TAX-MANAGED FDS | $2.6M | 36.6K | 0.92% | Added(+11.1%) |
| 33 | ? N/A EA SERIES TRUST | $2.5M | 45.5K | 0.89% | Unchanged |
| 34 | ? N/A PIMCO EQUITY SER | $2.3M | 81.7K | 0.83% | Added(+5.2%) |
| 35 | V VANGUARD INDEX FDS | $2M | 22.4K | 0.72% | Added(+7.3%) |
| 36 | V VANGUARD INDEX FDS | $2M | 5.2K | 0.70% | Added(+2.6%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 48.7K | 0.69% | Added(+0.0%) |
| 38 | V VANGUARD ADMIRAL FDS INC | $1.9M | 21.7K | 0.66% | Added(+180.5%) |
| 39 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 41.9K | 0.66% | Added(+9.7%) |
| 40 | ? N/A AMERICAN CENTY ETF TR | $1.8M | 15.2K | 0.64% | Added(+7.8%) |
| 41 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $1.8M | 35.7K | 0.63% | Trimmed(-2.5%) |
| 42 | S SPDR SERIES TRUST | $1.7M | 73.8K | 0.62% | Trimmed(-6.0%) |
| 43 | D DOUBLELINE ETF TRUST | $1.7M | 39.6K | 0.61% | Trimmed(-0.8%) |
| 44 | ? N/A VANECK ETF TRUST | $1.6M | 39.3K | 0.56% | Added(+6.2%) |
| 45 | ? N/A EA SERIES TRUST | $1.5M | 16.7K | 0.54% | Trimmed(-0.2%) |
| 46 | A AMAZON COM INC | $1.5M | 5.9K | 0.52% | Added(+12.6%) |
| 47 | ? N/A GLOBAL X FDS | $1.4M | 26.6K | 0.50% | Added(+7.1%) |
| 48 | B BERKSHIRE HATHAWAY INC DEL | $1.4M | 2.7K | 0.49% | Trimmed(-1.3%) |
| 49 | V VANGUARD INDEX FDS | $1.3M | 6.2K | 0.48% | Added(+0.1%) |
| 50 | ? N/A AMERICAN CENTY ETF TR | $1.3M | 10.3K | 0.47% | Added(+0.7%) |