Q3 2026 13F filing
Updated 31 days ago113 disclosed positions worth $381.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD WORLD FD | $43.1M | 465.4K | 11.30% | Added(+1.4%) |
| 2 | V VANGUARD INTL EQUITY INDEX F | $32.8M | 395.7K | 8.60% | Added(+1.3%) |
| 3 | V VANGUARD INDEX FDS | $31.3M | 135.3K | 8.21% | Added(+0.8%) |
| 4 | V VANGUARD INDEX FDS | $22.4M | 249.1K | 5.88% | Added(+5.3%) |
| 5 | E ISHARES TR | $15.5M | 205.0K | 4.05% | Added(+2.8%) |
| 6 | E ISHARES TR | $15.3M | 162.4K | 4.02% | Added(+6.7%) |
| 7 | T VANGUARD INDEX FDS | $14.9M | 44.1K | 3.90% | Added(+3.9%) |
| 8 | V VANGUARD BD INDEX FDS | $13.9M | 191.3K | 3.65% | Added(+6.0%) |
| 9 | V VANGUARD INDEX FDS | $12.1M | 134.9K | 3.17% | Added(+5.2%) |
| 10 | E ISHARES TR | $11.3M | 316.7K | 2.96% | Added(+5.5%) |
| 11 | V VANGUARD CHARLOTTE FDS | $9.8M | 210.1K | 2.58% | Trimmed(-2.1%) |
| 12 | E ISHARES TR | $9M | 176.9K | 2.37% | Added(+6.9%) |
| 13 | S SCHWAB STRATEGIC TR | $8.8M | 348.5K | 2.29% | Added(+2.5%) |
| 14 | E ISHARES TR | $8.4M | 88.6K | 2.21% | Trimmed(-0.7%) |
| 15 | V VANGUARD INDEX FDS | $8.4M | 22.3K | 2.19% | Trimmed(-2.0%) |
| 16 | V VANGUARD TAX-MANAGED FDS | $6.6M | 93.2K | 1.72% | Added(+2.8%) |
| 17 | E ISHARES TR | $5.9M | 81.8K | 1.54% | Added(+0.5%) |
| 18 | E ISHARES TR | $4.7M | 19.1K | 1.24% | Trimmed(-1.8%) |
| 19 | ? N/A ISHARES TR | $4.3M | 153.4K | 1.12% | Trimmed(-0.1%) |
| 20 | V VANGUARD INDEX FDS | $4M | 11.5K | 1.06% | Added(+1.1%) |
| 21 | S SCHWAB STRATEGIC TR | $3.9M | 107.4K | 1.01% | Trimmed(-0.9%) |
| 22 | Q INVESCO QQQ TR | $3.8M | 5.1K | 0.99% | Trimmed(-0.5%) |
| 23 | V VANGUARD SCOTTSDALE FDS | $3.6M | 81.5K | 0.95% | Added(+1.9%) |
| 24 | E ISHARES TR | $3.5M | 70.1K | 0.90% | Added(+33.9%) |
| 25 | E ISHARES TR | $3.3M | 74.7K | 0.86% | Added(+13.5%) |
| 26 | E ISHARES TR | $3M | 107.8K | 0.79% | Added(+0.0%) |
| 27 | ? N/A ISHARES TR | $2.9M | 98.0K | 0.76% | Added(+54.8%) |
| 28 | V VANGUARD BD INDEX FDS | $2.9M | 37.5K | 0.75% | Added(+0.3%) |
| 29 | A APPLE INC | $2.8M | 8.5K | 0.74% | Added(+0.1%) |
| 30 | B VANGUARD SPECIALIZED FUNDS | $2.6M | 11.3K | 0.69% | Added(+8.7%) |
| 31 | ? N/A ISHARES TR | $2.5M | 92.3K | 0.66% | Unchanged |
| 32 | E ISHARES TR | $2.4M | 26.8K | 0.63% | Added(+1.6%) |
| 33 | ? N/A ISHARES TR | $2.3M | 80.5K | 0.60% | Unchanged |
| 34 | E ISHARES TR | $2.3M | 21.9K | 0.60% | Added(+1.1%) |
| 35 | V VANGUARD BD INDEX FDS | $2.1M | 30.3K | 0.56% | Trimmed(-9.4%) |
| 36 | S SCHWAB STRATEGIC TR | $2M | 89.0K | 0.51% | Trimmed(-8.4%) |
| 37 | E ISHARES TR | $1.6M | 34.3K | 0.42% | Added(+12.1%) |
| 38 | V VANGUARD INTL EQUITY INDEX F | $1.6M | 26.8K | 0.42% | Added(+3.1%) |
| 39 | V VANGUARD INDEX FDS | $1.5M | 5.3K | 0.40% | Added(+5.9%) |
| 40 | S SPDR SERIES TRUST | $1.5M | 32.6K | 0.40% | Added(+0.6%) |
| 41 | E ISHARES TR | $1.5M | 15.0K | 0.40% | Trimmed(-12.0%) |
| 42 | V VANGUARD MALVERN FDS | $1.5M | 29.9K | 0.39% | Added(+38.9%) |
| 43 | V VANGUARD STAR FDS | $1.4M | 16.1K | 0.36% | Added(+37.3%) |
| 44 | E ISHARES TR | $1.3M | 45.6K | 0.35% | Added(+3.0%) |
| 45 | V INVESCO EXCH TRADED FD TR II | $1.3M | 64.4K | 0.34% | Trimmed(-2.5%) |
| 46 | V VANGUARD MUN BD FDS | $1.3M | 27.4K | 0.34% | Trimmed(-12.7%) |
| 47 | S SPDR SERIES TRUST | $1.2M | 10.1K | 0.33% | Trimmed(-0.0%) |
| 48 | V VANGUARD INDEX FDS | $1.2M | 1.7K | 0.31% | Added(+2.0%) |
| 49 | V VANGUARD INDEX FDS | $1.1M | 4.0K | 0.30% | Added(+0.8%) |
| 50 | H VANECK ETF TRUST | $1.1M | 23.6K | 0.30% | Added(+152.8%) |