Q3 2026 13F filing
Updated 16 days ago105 disclosed positions worth $331.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $54M | 325.0K | 16.33% | Added(+3.9%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $20.1M | 355.3K | 6.08% | Added(+9.0%) |
| 3 | L LPL FINL HLDGS INC | $18.7M | 61.2K | 5.66% | Trimmed(-11.3%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $15.3M | 139.5K | 4.61% | Added(+3.4%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $14.8M | 372.6K | 4.47% | Added(+4.7%) |
| 6 | ? N/A DFA INVT DIMENSIONS GROUP IN | $14M | 334.6K | 4.24% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $13.4M | 113.6K | 4.04% | Added(+4.0%) |
| 8 | E ISHARES TR | $13.3M | 148.9K | 4.03% | Added(+4.6%) |
| 9 | N DIMENSIONAL ETF TRUST | $13.3M | 395.2K | 4.02% | Added(+4.6%) |
| 10 | V VANGUARD INDEX FDS | $11.1M | 48.1K | 3.36% | Added(+1.9%) |
| 11 | V VANGUARD INDEX FDS | $11M | 29.5K | 3.33% | Added(+0.4%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 235.3K | 3.30% | Added(+8.3%) |
| 13 | V VANGUARD MALVERN FDS | $8.4M | 169.7K | 2.52% | Added(+7.2%) |
| 14 | V VANGUARD INDEX FDS | $7.7M | 27.0K | 2.32% | Trimmed(-1.2%) |
| 15 | N NORTHERN LTS FD TR IV | $6.9M | 25.5K | 2.09% | Added(+2.2%) |
| 16 | V VANGUARD INDEX FDS | $6.5M | 9.3K | 1.96% | Trimmed(-1.0%) |
| 17 | V VANGUARD INDEX FDS | $5.9M | 27.4K | 1.79% | Trimmed(-1.0%) |
| 18 | V VANGUARD INDEX FDS | $4.3M | 48.4K | 1.31% | Added(+9.3%) |
| 19 | V VANGUARD TAX-MANAGED FDS | $3.8M | 54.0K | 1.15% | Trimmed(-3.5%) |
| 20 | V VANGUARD INTL EQUITY INDEX F | $3.5M | 42.3K | 1.06% | Trimmed(-0.6%) |
| 21 | B WISDOMTREE TR | $3.1M | 35.3K | 0.93% | Trimmed(-0.3%) |
| 22 | ? N/A TIMOTHY PLAN | $3M | 81.9K | 0.92% | Added(+1.7%) |
| 23 | V VANGUARD INTL EQUITY INDEX F | $2.8M | 18.3K | 0.86% | Trimmed(-0.9%) |
| 24 | A VANGUARD INTL EQUITY INDEX F | $2.8M | 24.1K | 0.84% | Trimmed(-1.2%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 62.0K | 0.83% | Unchanged |
| 26 | ? N/A TIMOTHY PLAN | $2.5M | 56.2K | 0.76% | Added(+0.3%) |
| 27 | E ISHARES TR | $2.5M | 26.3K | 0.75% | Added(+1.1%) |
| 28 | V VANGUARD INTL EQUITY INDEX F | $2.4M | 39.7K | 0.71% | Trimmed(-1.6%) |
| 29 | E ISHARES TR | $2.3M | 37.1K | 0.69% | Added(+7.4%) |
| 30 | B ISHARES TR | $2.2M | 27.1K | 0.66% | Added(+0.1%) |
| 31 | V VANGUARD BD INDEX FDS | $2.2M | 28.5K | 0.66% | Trimmed(-3.7%) |
| 32 | V VANGUARD STAR FDS | $2.2M | 25.4K | 0.65% | Trimmed(-1.1%) |
| 33 | B WISDOMTREE TR | $2.1M | 33.9K | 0.65% | Added(+0.3%) |
| 34 | E ISHARES TR | $2.1M | 2.8K | 0.64% | Added(+5.5%) |
| 35 | V VANGUARD INTL EQUITY INDEX F | $2M | 22.7K | 0.60% | Trimmed(-1.8%) |
| 36 | T TIMOTHY PLAN | $2M | 48.4K | 0.59% | Added(+1.9%) |
| 37 | F FS KKR CAP CORP | $1.5M | 135.1K | 0.45% | Added(+9.1%) |
| 38 | V VANGUARD BD INDEX FDS | $1.4M | 19.8K | 0.42% | Trimmed(-1.5%) |
| 39 | V VANGUARD ADMIRAL FDS INC | $1.2M | 10.5K | 0.35% | Added(+0.0%) |
| 40 | G GOLUB CAP BDC INC | $1.1M | 88.2K | 0.34% | Added(+10.4%) |
| 41 | I NORTHERN LTS FD TR IV | $1.1M | 23.3K | 0.33% | Trimmed(-0.5%) |
| 42 | M DIMENSIONAL ETF TRUST | $1.1M | 19.0K | 0.32% | Unchanged |
| 43 | O BLUE OWL CAPITAL CORPORATION | $1.1M | 100.6K | 0.32% | Added(+13.8%) |
| 44 | E ISHARES TR | $964K | 4.3K | 0.29% | Added(+1.0%) |
| 45 | W WELLTOWER INC | $943K | 4.1K | 0.28% | Added(+11.3%) |
| 46 | J ISHARES TR | $912K | 10.8K | 0.28% | Trimmed(-0.0%) |
| 47 | V VENTAS INC | $878K | 10.3K | 0.27% | Added(+2.9%) |
| 48 | E EPR PPTYS | $873K | 15.5K | 0.26% | Added(+7.1%) |
| 49 | V VANGUARD BD INDEX FDS | $805K | 11.1K | 0.24% | Trimmed(-1.4%) |
| 50 | W WP CAREY INC | $804K | 12.4K | 0.24% | Added(+14.3%) |