Q3 2026 13F filing
Updated 10 days ago109 disclosed positions worth $303.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $32.9M | 419.2K | 10.82% | Added(+7.9%) |
| 2 | V VANGUARD INDEX FDS | $22M | 77.5K | 7.25% | Added(+26.1%) |
| 3 | E ISHARES TR | $19.2M | 65.1K | 6.32% | Added(+1.3%) |
| 4 | S SCHWAB STRATEGIC TR | $15.6M | 496.4K | 5.14% | Added(+2.7%) |
| 5 | V VANGUARD BD INDEX FDS | $11.8M | 162.0K | 3.88% | Added(+14.3%) |
| 6 | S STATE STR SPDR S&P 500 ETF T | $11.4M | 14.9K | 3.74% | Trimmed(-0.0%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $11.3M | 125.1K | 3.71% | Added(+6.3%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $10.5M | 81.9K | 3.45% | Added(+19.1%) |
| 9 | C CAPITAL GROUP GROWTH ETF | $10.4M | 220.3K | 3.44% | Added(+30.5%) |
| 10 | C CAPITAL GRP FIXED INCM ETF T | $9.6M | 452.1K | 3.15% | Added(+30.7%) |
| 11 | S SELECT SECTOR SPDR TR | $9M | 46.0K | 2.96% | Trimmed(-1.7%) |
| 12 | E ISHARES TR | $8.6M | 11.2K | 2.83% | Trimmed(-9.8%) |
| 13 | C CAPITAL GROUP INTERNATIONAL | $8.5M | 237.0K | 2.81% | Added(+37.5%) |
| 14 | C CAPITAL GROUP INTERNATIONAL | $7.9M | 216.6K | 2.62% | Added(+19.4%) |
| 15 | V VANGUARD INDEX FDS | $6.3M | 9.0K | 2.07% | Added(+9.2%) |
| 16 | E ISHARES TR | $6.2M | 69.0K | 2.03% | Added(+0.3%) |
| 17 | E ISHARES TR | $5.3M | 121.2K | 1.76% | Added(+1.0%) |
| 18 | C CAPITAL GROUP NEW GEOGRAPHY | $5M | 138.1K | 1.66% | Added(+20.9%) |
| 19 | I INVESCO EXCHANGE TRADED FD T | $4.2M | 37.7K | 1.39% | Added(+0.1%) |
| 20 | E ISHARES TR | $3.7M | 39.5K | 1.23% | Trimmed(-7.1%) |
| 21 | F EA SERIES TRUST | $3.3M | 47.7K | 1.10% | Added(+3.4%) |
| 22 | V VANGUARD WORLD FD | $3.2M | 14.8K | 1.06% | Added(+52.7%) |
| 23 | V VANGUARD INDEX FDS | $3.2M | 14.8K | 1.05% | Added(+68.6%) |
| 24 | S SCHWAB STRATEGIC TR | $3.1M | 95.2K | 1.02% | Trimmed(-7.3%) |
| 25 | N NVIDIA CORPORATION | $3M | 13.2K | 0.99% | Trimmed(-2.8%) |
| 26 | V VANGUARD BD INDEX FDS | $2.8M | 40.1K | 0.93% | Added(+45.0%) |
| 27 | B VANGUARD SPECIALIZED FUNDS | $2.7M | 11.7K | 0.90% | Added(+1.8%) |
| 28 | ? N/A AMERICAN CENTY ETF TR | $2.6M | 29.1K | 0.87% | Trimmed(-1.7%) |
| 29 | J J P MORGAN EXCHANGE TRADED F | $2.6M | 54.4K | 0.85% | Added(+14.4%) |
| 30 | S SCHWAB STRATEGIC TR | $2.5M | 68.8K | 0.81% | Trimmed(-0.6%) |
| 31 | V VANGUARD INDEX FDS | $2M | 22.5K | 0.67% | Trimmed(-2.5%) |
| 32 | A APPLE INC | $1.8M | 5.5K | 0.61% | Trimmed(-2.2%) |
| 33 | C CAPITAL GROUP DIVIDEND VALUE | $1.8M | 36.4K | 0.59% | Added(+77.5%) |
| 34 | N JANUS DETROIT STR TR | $1.7M | 33.3K | 0.55% | Added(+34.7%) |
| 35 | F FIRST TR EXCHNG TRADED FD VI | $1.7M | 44.4K | 0.55% | Added(+119.3%) |
| 36 | ? N/A AMERICAN CENTY ETF TR | $1.7M | 14.1K | 0.55% | Trimmed(-3.9%) |
| 37 | V VANGUARD INTL EQUITY INDEX F | $1.6M | 27.3K | 0.53% | Added(+0.9%) |
| 38 | B BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.2K | 0.53% | Trimmed(-4.2%) |
| 39 | A AMERIPRISE FINL INC | $1.6M | 3.2K | 0.52% | Trimmed(-1.8%) |
| 40 | V VANGUARD INDEX FDS | $1.5M | 7.7K | 0.50% | Trimmed(-6.5%) |
| 41 | C CAPITAL GROUP INTL FOCUS EQT | $1.5M | 43.7K | 0.49% | Added(+82.4%) |
| 42 | E ISHARES TR | $1.5M | 15.6K | 0.48% | Trimmed(-7.9%) |
| 43 | E ISHARES TR | $1.4M | 10.6K | 0.47% | Added(+3.3%) |
| 44 | E INVESCO EXCH TRADED FD TR II | $1.3M | 4.2K | 0.42% | Added(+9.5%) |
| 45 | A AMAZON COM INC | $1.3M | 5.1K | 0.42% | Added(+0.8%) |
| 46 | P PALANTIR TECHNOLOGIES INC | $1.3M | 6.7K | 0.41% | Trimmed(-1.0%) |
| 47 | E ISHARES TR | $1.2M | 13.0K | 0.41% | Added(+56.7%) |
| 48 | C CAPITAL GRP FIXED INCM ETF T | $1.2M | 46.5K | 0.40% | Added(+42.2%) |
| 49 | A ADVANCED MICRO DEVICES INC | $1.2M | 2.0K | 0.39% | Added(+30.2%) |
| 50 | ? N/A EA SERIES TRUST | $1.2M | 23.7K | 0.38% | Added(+6.9%) |