Q3 2026 13F filing
Updated 28 days ago163 disclosed positions worth $654.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $53.7M | 976.1K | 8.21% | Added(+2.9%) |
| 2 | V VANGUARD INDEX FDS | $41M | 58.5K | 6.26% | Added(+0.5%) |
| 3 | E ISHARES TR | $28.1M | 206.5K | 4.29% | Added(+1.2%) |
| 4 | M DIMENSIONAL ETF TRUST | $27.3M | 488.4K | 4.17% | Trimmed(-2.4%) |
| 5 | ? N/A DFA INVT DIMENSIONS GROUP IN | $24.8M | 663.1K | 3.80% | — |
| 6 | V VANGUARD STAR FDS | $22.9M | 269.9K | 3.51% | Added(+2.5%) |
| 7 | V VANGUARD SCOTTSDALE FDS | $20.5M | 265.5K | 3.14% | Trimmed(-8.8%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $20.3M | 437.4K | 3.11% | Trimmed(-16.1%) |
| 9 | ? N/A WISDOMTREE TR | $20M | 431.1K | 3.06% | — |
| 10 | V VANGUARD BD INDEX FDS | $19.6M | 256.0K | 2.99% | Trimmed(-21.4%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $19.3M | 533.1K | 2.95% | Added(+3.4%) |
| 12 | E ISHARES TR | $17.7M | 374.8K | 2.71% | Trimmed(-8.0%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $17.6M | 227.7K | 2.70% | Added(+0.5%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $17M | 427.3K | 2.59% | Trimmed(-1.7%) |
| 15 | E ISHARES TR | $15.4M | 169.5K | 2.35% | Added(+1.1%) |
| 16 | V VANGUARD CHARLOTTE FDS | $14.8M | 314.9K | 2.26% | Trimmed(-2.0%) |
| 17 | S STATE STR SPDR S&P 500 ETF T | $14M | 18.3K | 2.13% | Trimmed(-3.2%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $10.9M | 99.9K | 1.67% | Added(+1.8%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 244.5K | 1.66% | Trimmed(-0.3%) |
| 20 | V VANGUARD INDEX FDS | $8.8M | 40.6K | 1.34% | Trimmed(-1.1%) |
| 21 | V VANGUARD MALVERN FDS | $8.1M | 165.5K | 1.25% | Trimmed(-19.3%) |
| 22 | V VANGUARD INSTL INDEX FD | $7.5M | 99.2K | 1.15% | Added(+279.1%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $7.2M | 80.0K | 1.11% | Trimmed(-2.0%) |
| 24 | C CATERPILLAR INC | $6.8M | 8.4K | 1.04% | Trimmed(-0.3%) |
| 25 | V VANGUARD INDEX FDS | $6.3M | 69.8K | 0.96% | Added(+2.5%) |
| 26 | ? N/A ISHARES TR | $6.2M | 100.6K | 0.95% | Trimmed(-3.5%) |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $6M | 8 | 0.91% | Unchanged |
| 28 | A APPLE INC | $5.9M | 17.8K | 0.91% | Trimmed(-49.2%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $5.8M | 72.8K | 0.89% | Added(+0.1%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $5.7M | 60.4K | 0.87% | Added(+18.9%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $5.4M | 65.3K | 0.83% | Added(+0.1%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 79.2K | 0.80% | Trimmed(-0.6%) |
| 33 | E ISHARES TR | $5.1M | 90.3K | 0.79% | Trimmed(-4.5%) |
| 34 | A ABBVIE INC | $5M | 19.2K | 0.77% | Added(+1.1%) |
| 35 | ? N/A SCHWAB STRATEGIC TR | $4.9M | 98.3K | 0.75% | Trimmed(-5.6%) |
| 36 | V VANGUARD INTL EQUITY INDEX F | $4.7M | 110.2K | 0.72% | Added(+1.8%) |
| 37 | N NVIDIA CORPORATION | $4.6M | 20.1K | 0.70% | Trimmed(-23.0%) |
| 38 | V VANGUARD INDEX FDS | $4.4M | 15.6K | 0.68% | Trimmed(-2.2%) |
| 39 | D DIMENSIONAL ETF TRUST | $4.2M | 113.5K | 0.64% | Added(+0.1%) |
| 40 | V VANGUARD WHITEHALL FDS | $4.2M | 66.3K | 0.64% | Added(+22.1%) |
| 41 | E ISHARES TR | $3.7M | 75.8K | 0.57% | Added(+60.6%) |
| 42 | E ISHARES TR | $3.5M | 52.3K | 0.53% | Trimmed(-1.2%) |
| 43 | V VANGUARD INTL EQUITY INDEX F | $3.4M | 21.7K | 0.52% | Trimmed(-7.5%) |
| 44 | E ISHARES TR | $3.3M | 4.3K | 0.50% | Added(+2.5%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $2.9M | 57.9K | 0.45% | Added(+19.3%) |
| 46 | V VANGUARD INTL EQUITY INDEX F | $2.8M | 34.2K | 0.43% | Trimmed(-6.6%) |
| 47 | ? N/A AMERICAN CENTY ETF TR | $2.8M | 31.5K | 0.43% | Trimmed(-1.7%) |
| 48 | N DIMENSIONAL ETF TRUST | $2.8M | 70.0K | 0.42% | Trimmed(-4.7%) |
| 49 | V VANGUARD INDEX FDS | $2.7M | 34.3K | 0.41% | Trimmed(-21.9%) |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 63.4K | 0.39% | Trimmed(-6.0%) |